Elliot J Silverstein
Investment adviser representative at Lri Investments
10 yearsExperience
2 statesRegistered in
$2.8BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Lri Investments, LLCJun 2024 to now
- Lindberg & RippleJun 2024 to now
- M Holdings SecuritiesJul 2016 to now
- Onedigital Investment AdvisorsSep 2022 to May 2024
- Kb Financial Partners, LLCSep 2018 to May 2024
- Gideon Strategic PartnersJul 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Lri Investments
Legal name: Lri Investments, LLC
$2.8BAssets managed
582Clients
25Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5706161
- Firm CRD
- 323556