ER
Elias S. Rauch
GITTERMAN WEALTH MANAGEMENT
Edison, NJ 08837
Some features on this profile are disabled
CRD#: 4169179
ER
Professional summary
Elias Stuart Rauch, who also goes by Eli Rauch, Elias S Rauch, is a registered financial advisor currently at GITTERMAN WEALTH MANAGEMENT, LLC located in Edison, New Jersey and PERIGON WEALTH MANAGEMENT, LLC located in Edison, New Jersey.
Elias is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Elias has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eli Rauch | Elias S Rauch
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1-GITTERMAN WEALTH MANAGEMENT, LLC; Investment related. Start date: 01/01/2023. Address; 379 Thornall Street 6th Flr, Edison NJ, 08837. Title: Partner. Duties: Financial Advisor Planner. Time spent during regular hours: 50%. 2-VANDERBILT INSURANCE; Not Investment related. Start date: 01/01/2023. Address; 379 Thornall Street 6th Flr, Edison NJ, 08837. Title: Sales. Duties: Insurance Sales. Time spent during regular hours: 5%. 3-CONGREGATION BETH ISRAEL FOUNDATION; Investment related. Start date: 01/01/2023. Address; 18 Shalom Way, Scotch Plains New Jersey, 07076. Title: Financial Manager. Duties: Manage investments, cash flow, and participate on committee to distribute annual grants. Time spent during regular hours: 0%. 4- BRANDEIS UNIVERSITY ALUMNI ASSOCIATION - Not Investment related. Start date: 01/01/2023. Address; 415 South Ave, Waltham MA, 02453. Title: Member at Large. Duties: Representing Alumni Board at association meetings and functions, as recognized spokesperson and ambassador for the association. Attend meetings, identify, recruit, involve alumni.. Time spent during regular hours: 0%. 5- PERIGON WEALTH MANAGEMENT, LLC; Investment Related; 379 Thornall St., 14th Fl, Edison, NJ 08837; Investment Advisor Representative; 10/2025; Time Spent during regular business hours is 50%
CRS (Client Relationship Summary) - RIA
Click below to view Elias Stuart Rauch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 14, 2010 - Present
GITTERMAN WEALTH MANAGEMENT, LLC
Office #1: 379 Thornall Street 6th Floor, Edison, NJ 08837RIA
CRD#: 153062
Edison, NJ
Current
October 7, 2025 - Present
PERIGON WEALTH MANAGEMENT, LLC
Office #1: 379 Thornal St. 14th Fl, Edison, NJ, 08837RIA
CRD#: 131037
EDISON, NJ
Current
June 16, 2017 - Present
VANDERBILT SECURITIES, LLC
Office #1: 379 Thornall Street, 6th Floor, Edison, NJ 08837BD
CRD#: 5953
Edison, NJ
Past
May 5, 2010 - May 5, 2010
TRIAD ADVISORS LLC
RIA
CRD#: 25803
Edison, NJ
Past
May 5, 2010 - June 21, 2017
TRIAD ADVISORS LLC
BD
CRD#: 25803
Edison, NJ
Past
April 16, 2003 - May 5, 2010
VOYA FINANCIAL PARTNERS, LLC
RIA
CRD#: 34815
WOODBRIDGE, NJ
Past
May 19, 2000 - September 25, 2000
AETNA FINANCIAL SERVICES, INC.
BD
CRD#: 13255
HARTFORD, CT
Past
May 5, 2000 - May 5, 2010
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WOODBRIDGE, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS
CRD#: 131037 / SEC#: 801-62988
RIA
Registered Investment Advisory firm - (4/7/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/16/2017)
RR
California(6/16/2017)
IAR
California(12/14/2018)
RR
Colorado(12/21/2017)
RR
Connecticut(6/16/2017)
RR
Delaware(1/13/2025)
RR
Florida(6/16/2017)
IAR
Florida(1/26/2021)
RR
Georgia(9/24/2019)
RR
Maryland(6/16/2017)
RR
Massachusetts(1/4/2021)
RR
Montana(1/4/2021)
IAR
New Jersey(5/14/2010)
RR
New Jersey(6/16/2017)
RR
New York(6/16/2017)
RR
Pennsylvania(6/16/2017)
IAR
Pennsylvania(12/14/2018)
RR
Vermont(6/16/2017)
RR
Washington(1/4/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS
CRD#: 131037 / SEC#: 801-62988
RIA
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Contact information
Main Address
201 Mission Street Suite 1825, San Francisco, CA 94105
Mailing Address
Phone number
(877) 977-2555
Established
Firm type
Fiscal year end
# of Employees
141
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,456 |
| AUM (Assets Under Management) | $ 8,714,418,958 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2024 | ||
| 10/24/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
