Eliot Rose Wealth Management, LLC
Eliot Rose Wealth Management, LLC (CRD# 120465) is a financial advisory firm headquartered in West Warwick, RI. They manage $83,658,464 in 278 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management84MILLION
Total Number of Accounts278ACCOUNTS
Average Account Value$300,930
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CT, FL, MA, NY, RI, TX
Gary Siperstein (CRD# 1121526) is an Investment Advisor Representative working at Eliot Rose Wealth Management, LLC in Cranston, RI and has over 37 years of experience in the finance industry.
Jason Siperstein (CRD# 5722409) is an Investment Advisor Representative working at Eliot Rose Wealth Management, LLC in West Warwick, RI and has over 11 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.