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Skylar Shea Rush

Investment Adviser Representative at Rothschild Investment

Chicago, ILCRD #7144721Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Skylar Shea Rush is an investment adviser representative with Rothschild Investment in Chicago, IL, where they have been registered since 2023. They have worked in the securities industry since 2020 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois.

Office

311 South Wacker Drive, Suite 5900
Chicago, IL 60606-6677

Advisors at this office: 11

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois
Broker:
1 state or territory

Illinois

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/28/2020
Series 7
General Securities Representative Examination
Passed 7/31/2020
SIE
Securities Industry Essentials Examination
Passed 6/23/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Rothschild InvestmentCurrent
4/24/2023 – Chicago, IL
Merrill Lynch, Pierce, Fenner & Smith Incorporated
9/1/2020 – 4/13/2023Chicago, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    May 2020 – Apr 2023Chicago, IL
  2. University of North Carolina at Chapel Hill
    Sep 2019 – Apr 2020Chapel Hill, NC
  3. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jun 2019 – Aug 2019Chicago, IL
  4. University of North Carolina at Chapel Hill
    Aug 2018 – May 2019Chapel Hill, NC
  5. nVision Wealth
    May 2018 – Jul 2018Overland Park, KS
  6. University of North Carolina at Chapel Hill
    May 2016 – Apr 2018Chapel Hill, NC
  7. Rothschild Investment LLC
    Apr 2023 – no end date reportedChicago, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Rothschild Investment

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • First $3,000,0001.25%
  • Next $4,000,0001.00%
  • Next $8,000,0000.75%
  • Over $15,000,0000.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management, financial planning, estate and philanthropic planning, customized insurance solutions, multi-family office services, business retirement plans, employee stock ownership plans, non-profit advisory services, and succession planning.

Investment ManagementFinancial PlanningTax PlanningInsuranceCharitable GivingBusiness PlanningWealth Management
Firm areas of expertise
Wealth ManagementInvestment ManagementFinancial PlanningEstate PlanningPhilanthropic PlanningInsurance SolutionsMulti-family OfficeRetirement PlanningSuccession PlanningTax StrategyIndependent Advisory+2 more

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
19
Offices listed on AdvisorFinder:
1
Main office:
Chicago, IL
Founded:
1908
SEC file number:
801-7395

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Rothschild Investment

Showing 12 of 19 in the directory

View Rothschild Investment firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Skylar Shea Rush has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Skylar Shea Rush (Rothschild Investment) - Advisor Profile