Nicholas Joseph Rubnitz

Employer firm

Rothschild Investment LLC CRD 728

$2.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2018 → 07/2018
  Wicresoft
  Shanghai
• 05/2019 → 08/2019
  Morgan Stanley
  Chicago, IL
• 07/2016 → 05/2020
  Butler University
  Indianapolis, IN
• 09/2003 → 06/2016
  Francis W Parker School
  Chicago, IL
• 05/2017 → 08/2017
  Urban Oasis
  Chicago, IL
• 05/2020 → 01/2021
  Unemployed
  Chicago, IL
• 01/2021 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2021 → Present
  Northwestern Mutual Investment Services Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-27
• S63 Uniform Securities Agent State Law Examination
  2021-08-27

Other Names

• Nicholas Rubnitz
• Nick Rubnitz