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Elias Rothblatt

2 Years of Experience
Brooklyn, NY

Elias Rothblatt is a registered investment advisor at Treasury Interactive Investment Advisers LLC, based in Brooklyn, NY, with 2 years of industry experience. Elias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management. Their firm serves 832 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
832 clients
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Treasury Interactive Investment Advisers does not charge Influencer Members an advisory fee to participate in the Program. The Influencer Partners separately charge their members a subscription fee for services provided by the Influencer Partners through the Treasury Interactive platform. Treasury Interactive Investment Advisers has an agreement with Treasury Interactive and the Influencer Partners under which the Influencer Partners agree to compensate Treasury Interactive Investment Advisers for providing its members with Educational Services and non-discretionary advisory services. The fees paid to Treasury Interactive Investment Advisers are subject to individual negotiation between Treasury Interactive Investment Advisers and the Influencer Partners and are not standardized. Treasury Interactive Investment Advisers reserves the right to begin charging an advisory fee directly to Influencer Members upon ninety (90) days prior written notice.

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Location

68 Jay Street, Suite 201, Brooklyn, NY, 11201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Elias is the Chief Executive Officer of Treasury Interactive Inc., a technology platform provider, since 2020. He dedicates about half of his time to overseeing company operations and client relations.

Employment History
Current Registrations
Treasury Interactive Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
State Registrations2 states
NYTX
Advisor

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Exams
No exam information available for this advisor.