Erin P. Eliason
Professional summary
Erin Perialas Eliason, AIF®, who also goes by Erin Lindsay Eliason, Erin Lindsay Perialas, Erin Lindsay Periglas, is a registered financial advisor currently at RIVERSEDGE ADVISORS located in Wilmington, Delaware.
Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Erin has worked at 2 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Erin Perialas Eliason's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 29, 2020 - Present
RIVERSEDGE ADVISORS
Office #1: 600 N King St Suite 200, Wilmington, DE 19801February 7, 2014 - December 23, 2019
M HOLDINGS SECURITIES, INC.
Primary Firm SEC Registration
RIVERSEDGE ADVISORS
CRD#: 298390 / SEC#: 801-113978
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/29/2020)
Exams
Current Firm
RIVERSEDGE ADVISORS
CRD#: 298390 / SEC#: 801-113978
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,415 |
| AUM (Assets Under Management) | $ 708,414,018 |
Red Flags
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Company Information
RIVERSEDGE ADVISORS
CRD#: 298390Wilmington, DE 19801TRUST BUT VERIFY
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