Rothschild & Co US Inc.

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
260
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
2910
Registered since
April 24, 1968

Firm profile

FINTRX

Overview

Rothschild & Co US Inc. is listed as a corporation operating within the investment banking space and has been registered with the SEC since 1968. Ownership is identified as a mix of a domestic entity and an individual. FINTRX flags the firm as not being a capital allocator and not acting as a pension consultant or related adviser. The firm is not identified as an active ESG investor in the FINTRX record. It is also marked as not a multi-state adviser, a separate data point from its physical office footprint noted below. FINTRX does not provide further detail on the firm’s advisory activities, fee structure, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Tracy Feldman

    Chief Financial OfficerCRD 2575503

Contacts

3 of 259
  • David Witkoff

    David Witkoff

    Vice PresidentCRD 7011539

  • Timothy Donohoe

    Associate - Investment BankingCRD 6812434

  • John Carroll

    John Carroll

    General CounselCRD 2605675

Unlock 256 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1251 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth