CR
Curtis Robert Ellergodt
CRD 6012133
Firms
| Firm | Role | As of |
|---|---|---|
| Rothschild Wealth Llc | Registered representative | 07/20/2026 |
| Rothschild Financial Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Rothschild Wealth Llc
Chief Financial Officer · Less than 5% · Dec 2024
-
Rothschild Investment Llc
Finop · Less than 5% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗