Elliot Silverstein
Elliot Silverstein is a registered investment advisor at Lri Investments, based in Fort Lauderdale, FL, with 16 years of industry experience. Elliot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 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
LRI Investments manages investments for a fee that will generally not exceed 2% of the value of your portfolio per year, though it may be higher depending on the complexity of your situation. The fee is deducted quarterly. You'll receive statements from the custodian detailing the advisory fees.
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.