Adam Rothstein Email & Phone Number
Managing Director - Financial Advisor @ RBC Wealth Management
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Adam Rothstein Location
- Boca Raton, FL, US
Adam Rothstein Work
- Managing Director - Financial Advisor @ (January 2022 - Present)
- Managing Director - Financial Advisor @ (February 2021 - January 2022)
- Vice President - Financial Advisor @ (March 2016 - February 2021)
- Financial Advisor @ (May 2014 - March 2016)
- Sales Associate @ (May 2010 - April 2014)
- Client Service Associate @ (November 2008 - May 2010)
- Residential Real Estate Summer Analyst @ (June 2007 - August 2007)
- Summer Research Analyst @ (June 2006 - August 2006)
Adam Rothstein Education
- University of Denver - Daniels College of Business
BSBA (Finance)
2004-2008
Adam Rothstein Skills
- Series 7
- Series 63
- Series 65
- Financial Planning
- Financial Services
- Retirement Planning
- Options Strategies
- Customer Service
- Microsoft Excel
- Microsoft Office
- PowerPoint
- Financial Analysis
Adam Rothstein Summary
- Adam Rothstein, based in Boca Raton, FL, US, is currently a Managing Director - Financial Advisor at RBC Wealth Management. Adam Rothstein brings experience from previous roles at Truist (Formerly BB&T), BB&T Scott & Stringfellow, Morgan Stanley and JPMorgan. Adam Rothstein holds a 2004 - 2008 BSBA in Finance @ University of Denver - Daniels College of Business. With a robust skill set that includes Series 7, Series 63, Series 65, Financial Planning, Financial Services and more. Adam Rothstein has 5 emails and 2 mobile phone numbers on RocketReach.
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