Elliot J Silverstein

16 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning

Lri Investments

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

422 clients

Average Client Portfolio

$3.3M average

Assets Under Management

$1.4B

Fee Structure

Minimum Investment:$250K

Location

Fort Lauderdale, FL

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History

Regulatory History (1)

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Customer Dispute

March 2017

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Elliot works as a Registered Representative for M Holdings Securities dba Lindberg & Ripple, advising investment and insurance clients full-time. He also works as a Wealth Advisor for Lindberg & Ripple, bringing on life insurance clients, and dedicates minimal time to other roles including solicitor, referral partner, consultant, and founder of a non-profit.