Michael Beck
Investment adviser representative at Rothschild Wealth LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Rothschild Wealth LLCApr 2026 to now
- Cambridge Investment Research Advisors, Inc.Feb 2019 to Mar 2026
- Cambridge Investment Research, Inc.May 2018 to Mar 2026
- Phoenix Investment Adviser, LLCMar 2014 to May 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rothschild Wealth LLC
$1.7BAssets managed
3,656Clients
28Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6954011
- Firm CRD
- 162442