Gary Siperstein, financial advisor Cranston RI
93 score

Gary Siperstein

CRD Number: 1121526
Current Firm: Eliot Rose Wealth Management, LLC

Gary Siperstein (CRD# 1121526) is an Investment Advisor Representative working at Eliot Rose Wealth Management, LLC in Cranston, RI and has over 33 years of experience in the finance industry.

Similar Advisors
Ronald Kent, financial advisor Cranston RI
Ronald W. Kent
CRD# 728447
Spinnaker Asset Management Inc.
Similar Advisors
Rick Campbell, financial advisor Cranston RI
Rick W. Campbell
CRD# 4566472
Financial Independence, LLC
Similar Advisors
John Ginsbury, financial advisor Cranston RI
John Ginsbury
CRD# 5814640
Oppenheimer & Company Inc.
Company Name Location Dates Years
Eliot Rose Asset Management, LLC Cranston, RI Apr 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Gary S. Siperstein
Phone Number: (401) 588-5103
Firm Website:
Registered State(s):
  • FL
  • MA
  • OR
  • TX
  • RI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Gary Siperstein and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.