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).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $313,595
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, OR, RI, TX, VT

Financial Advisors at Eliot Rose Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason E. Siperstein
CRD#: 5722409
1000 Chapel View Blvd., Suite 240, Cranston, RI 02920
96
Wealthminder
score

Jason Siperstein (CRD# 5722409) is an Investment Advisor Representative working at Eliot Rose Wealth Management, LLC in Cranston, RI and has over 7 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.

2
Gary S. Siperstein
CRD#: 1121526
1000 Chapel View Blvd., Suite 240, Cranston, RI 02920
93
Wealthminder
score

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.

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