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Evan David Rothschild

Focus Partners Wealth, LLC

Walnut Creek, CA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-05
  • CA RA
    APPROVED
    Since 2025-05-05

Branch Locations

1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morris Rothschild Capital San Mateo CA 04/2009 04/2017
Morgan Stanley Smith Barney Llc Menlo Park CA 05/2017 11/2020
Morgan Stanley Private Bank, N.A. New York NY 06/2017 11/2020
Adero Partners, Llc Pleasanton CA 11/2020 Present
Focus Partners Wealth, Llc Boston MA 05/2025 Present
  • 04/2009 → 04/2017
    Morris Rothschild Capital
    San Mateo, CA
  • 05/2017 → 11/2020
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
  • 06/2017 → 11/2020
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 11/2020 → Present
    Adero Partners, Llc
    Pleasanton, CA
  • 05/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2020-11-17 → 2025-06-27
    Adero Partners, Llc
    San Francisco, CA
    Walnut Creek, CA
    Redwood City, CA
  • 2017-05-17 → 2020-11-19
    Morgan Stanley
    Menlo Park, CA
    Menlo Park, CA
    San Mateo, CA
  • 2004-07-09 → 2009-01-08
    Founders Asset Management Llc
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-17
  • S66 Uniform Combined State Law Examination
    2017-05-17
Designations

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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