Eliot Rose Wealth Management, LLC
Eliot Rose Wealth Management, LLC (CRD# 120465) is a financial advisory firm headquartered in Cranston, RI. They manage $90,001,776 in 287 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management90MILLION
Total Number of Accounts287ACCOUNTS
Average Account Value$313,595
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, NH, NY, OR, RI, TX, VT
Jason Siperstein (CRD# 5722409) is an Investment Advisor Representative working at Eliot Rose Wealth Management, LLC in Cranston, RI and has over 6 years of experience in the finance industry. Jason Siperstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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.