Oscar Rothschild
Investment adviser representative at Morgan Stanley
14 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Morgan StanleyFeb 2025 to now
- Full Time EducationSep 2024 to Feb 2025
- Sidebar AdvisorsJun 2023 to Sep 2024
- Full Time StudentAug 2022 to Jun 2023
- Morgan StanleyMay 2022 to Aug 2022
- Full Time StudentAug 2021 to May 2022
- Slateshore RecoveryJun 2021 to Aug 2021
- Full Time EducationAug 2020 to Jun 2021
- Hint IncJun 2020 to Aug 2020
- Full Time EducationAug 2019 to Jun 2020
- Hint IncJun 2019 to Aug 2019
- The Vault NycJun 2018 to Aug 2018
- Full -time EducationJan 2012 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7579201
- Firm CRD
- 149777