Eliot Rose Wealth Management, LLC

Eliot Rose Wealth Management, LLC (CRD# 120465) is a financial advisory firm headquartered in West Warwick, RI. They manage $116,885,289 in 312 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $374,632
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, CT, FL, MA, NH, NY, RI, TX

Financial Advisors at Eliot Rose Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gary S. Siperstein
CRD#: 1121526
1300 Division Road, Suite 301, West Warwick, RI 02893

Gary Siperstein (CRD# 1121526) is an Investment Advisor Representative working at Eliot Rose Wealth Management, LLC in West Warwick, RI and has over 39 years of experience in the finance industry.

2
Jason E. Siperstein
CRD#: 5722409
1300 Division Road, Suite 301, West Warwick, RI 02893

Jason Siperstein (CRD# 5722409) is an Investment Advisor Representative working at Eliot Rose Wealth Management, LLC in West Warwick, RI and has over 12 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.

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