Eliot Rose Wealth Management, LLC

Eliot Rose Wealth Management, LLC (CRD# 120465) is a financial advisory firm headquartered in West Warwick, RI. They manage $125,533,216 in 352 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1300 Division Road, Suite 301, West Warwick, RI 02893
https://www.facebook.com/eliotrosewealth/
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $356,628
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
The map below shows states where this firm has explicit registration only.

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 Siperstein, financial advisor West Warwick RI
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 40 years of experience in the finance industry.

2
Jason Siperstein, financial advisor West Warwick RI
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 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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