Elliot J Silverstein
Investment Adviser Representative at LRI Investments
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Elliot J. Silverstein is an investment adviser representative with LRI Investments in Palm Beach Gardens, FL, where they have been registered since 2024. They have worked in the securities industry since 2009 and have been registered with 5 firms, including Onedigital Investment Advisors and KB Financial Partners, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
28 states and territories
Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, Texas, Utah, Virginia, Washington, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Gideon Strategic PartnersJul 2016 – Aug 2018Santa Monica, CA
- KB Financial Partners, LLCSep 2018 – Sep 2022Princeton, NJ
- M Holdings SecuritiesJul 2016 – no end date reportedPalm Beach Gardens, FL
- OneDigital Investment AdvisorsSep 2022 – May 2024Overland Park, KS
- KB Financial Partners, LLCSep 2018 – May 2024Princeton, NJ
- KB Financial Partners, LLCOct 2018 – May 2024Princeton, NJ
- LRI Investments, LLCJun 2024 – no end date reportedPalm Beach Gardens, FL
- Lindberg & RippleJun 2024 – no end date reportedPalm Beach Gardens, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LRI Investments
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Palm Beach Gardens, FL
- SEC file number:
- 801-127277
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at LRI Investments
Showing 12 of 24 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elliot J Silverstein has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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