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Elliot J Silverstein

LRI Investments

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About Elliot J Silverstein

Elliot Silverstein is a financial professional with over 14 years of experience in the industry. Elliot is a registered representative with LRI Investments, and also has experience with firms such as AXA Advisors, LLC, KB Financial Partners, LLC, and Lindberg & Ripple. Elliot specializes in providing financial planning and portfolio management services to individuals and families. Elliot is dedicated to helping clients achieve their financial goals and providing them with the guidance they need to make sound financial decisions.

Firm Information

Elliot Silverstein is currently registered with LRI Investments. LRI Investments is a Palm Beach Gardens, FL-based financial advisor that provides advisory services for individuals and pension plans. The firm manages $1,132,278,720 in assets for 1,250 clients. LRI Investments offers portfolio management services for individuals, financial planning, pension consulting, and participates in wrap fee programs.
LRI Investments

3825 PGA BLVD

PALM BEACH GARDENS, FL 33410

$1.13B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elliot Silverstein’s Registration & Firm History

FL

06/04/2024 - Present

LRI Investments (Fort Lauderdale FL)

NY

12/03/2009 - 07/11/2016

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/03/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Elliot J Silverstein. Review regulatory record here.
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