Elliot Silverstein
Elliot Silverstein is a registered investment advisor at Lri Investments, based in Fort Lauderdale, FL, with 16 years of industry experience. Elliot is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 582 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally will not exceed 2% of assets under management unless higher complexity or time requirements warrant.
Fee Estimator
Location
Fort Lauderdale, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2017Other 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.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.Broker
Previous Registrations
Onedigital Investment Advisors
Kb Financial Partners, LLC
M Holdings Securities, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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