Adam Rothstein

Managing Director - Financial Advisor,
Consulting Group

Announcing my move to RBC Wealth Management

My top priority as a financial advisor is providing my clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future. That’s why, after much thought and careful consideration, I have made the important decision to join RBC Wealth Management, a global firm with a clients-first culture and world-class resources.

At RBC Wealth Management my clients will enjoy the attention they expect from me, supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions.

<p>* This measurement includes all global RBC Wealth Management affiliates including the U.S. division. Scorpio Partnership's Global Private Banking Benchmark Report 2018.</p>

Learn more

I invite you to explore my website to learn more about what sets RBC Wealth Management apart and why I've put my trust in RBC Wealth Management as my new business home.

Contact me

Contact

Adam Rothstein

561-322-4698
adam.rothstein@rbc.com

Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

Adam Rothstein is currently registered to conduct business with residents of the following states: CA, CO, DE, FL, GA, ID, IL, IN, MA, NC, NJ, NY, PA, TN, TX, UT.

Adam Rothstein, NMLS # 1431015 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Adam Rothstein, NMLS # 1431015 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Adam Rothstein

Managing Director - Financial Advisor,
Consulting Group

Phone: 561-322-4698

Kathleen Keleher

Senior Investment Associate

Phone: 561-322-4701

Lewis Robinson

Client Associate

Phone: 561-322-4699

Address

Boca Raton
5355 Town Center Road, Suite 801
Boca Raton, FL 33486
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