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
By the Numbers
-
Total Assets Under Management126MILLION
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Total Number of Accounts352ACCOUNTS
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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
Registered Investment Advisor
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
1
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 (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.
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