ELIOT ROSE WEALTH MANAGEMENT, LLC of PROVIDENCE, RI is an SEC-registered investment adviser (CRD 120465). Regulatory assets under management: $186.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Gary Steven Siperstein | MANAGING MEMBER | — |
| Jason Eliot Siperstein | CHIEF COMPLIANCE OFFICER, MEMBER | — |
| SIPERSTEIN GARY STEVEN | MANAGING MEMBER | — |
| SIPERSTEIN MYNDE SUE | MEMBER | — |
| MCDERMOTT PAUL JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| SIPERSTEIN JASON ELIOT | CHIEF COMPLIANCE OFFICER, MEMBER; MEMBER | — |