ELIOT ROSE WEALTH MANAGEMENT, LLC

WEST WARWICK, Rhode Island·4 registered advisors·CRD# 120465
SEC# 801-1213541(401) 588-5103
01

Firm Overview

AUM
$126M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ELIOT ROSE WEALTH MANAGEMENT, LLC

4 registered advisors
Gary Steven Siperstein
WEST WARWICK, Rhode Island
Jason Eliot Siperstein
WEST WARWICK, Rhode Island
Mynde Sue Siperstein
CRANSTON, Rhode Island
Paul Joseph Mcdermott
CRANSTON, Rhode Island
05

Office Locations

CRANSTON, Rhode Island
2 advisors
WEST WARWICK, Rhode Island
2 advisors

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Data sourced from SEC Form ADV filings. ELIOT ROSE WEALTH MANAGEMENT, LLC (CRD# 120465) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.