Oscar Rothschild

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → Present
  Morgan Stanley
  Purchase, NY
• 06/2023 → 09/2024
  Sidebar Advisors
  Ramsey, NJ
• 05/2022 → 08/2022
  Morgan Stanley
  New York, NY
• 06/2021 → 08/2021
  Slateshore Recovery
  Purchase, NY
• 06/2020 → 08/2020
  Hint Inc
  New York, NY
• 06/2019 → 08/2019
  Hint Inc
  New York, NY
• 06/2018 → 08/2018
  The Vault Nyc
  New York, NY
• 01/2012 → 08/2018
  Full -Time Education
  New York, NY
• 09/2024 → 02/2025
  Full Time Education
  Pittsburgh, PA
• 08/2022 → 06/2023
  Full Time Student
  Pittsburgh, PA
• 08/2021 → 05/2022
  Full Time Student
  Pittsburgh, PA
• 08/2020 → 06/2021
  Full Time Education
  Rye Brook, NY
• 08/2019 → 06/2020
  Full Time Education
  Rye Brook, NY
• 08/2018 → 06/2019
  Full Time Education
  Rye Brook, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-08-13

Other Names

• Oscar H Rothschild