EDELSTEIN WEALTH MANAGEMENT, LLC

EDELSTEIN WEALTH MANAGEMENT, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 121596). Regulatory assets under management: $15.7M.

Registration

Officers, owners & control persons (4)

NameRoleLocation
HIGGINS DENIS COLINMEMBER, DIRECTOR & CHIEF COMPLIANCE OFFICER; MEMBER & DIR. OF WEALTH MANAGEMENT; MEMBER, DIR. OF WEALTH MANAGEMENT & CHIEF COMPLIANCE OFFICER
MAHONEY WILLIAM DOUGLASMANAGING MEMBER
JARASITIS GERALD PAULMEMBER & TREASURER
KAPLOWITCH SCOTT BRIANMEMBER & CLERK

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