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ES

Eliza Siradze

NCU INVESTMENT SOLUTIONS
SMITHFILED, RI 02917
Some features on this profile are disabled
CRD#: 6280372
ES

Professional summary

Eliza Siradze, who also goes by Eliza Jamutashvili, is a registered financial advisor currently at NCU INVESTMENT SOLUTIONS located in Smithfiled, Rhode Island.

Eliza is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Eliza has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eliza Jamutashvili

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eliza Siradze'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®
None

Experience

Current

December 16, 2025 - Present

NCU INVESTMENT SOLUTIONS

Office #1: 1005 Douglas Pike, Smithfiled, RI 02917
RIA
CRD#: 134804
SMITHFILED, RI
Past

March 9, 2022 - November 24, 2025

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
CRANSTON, RI
Past

May 25, 2016 - November 24, 2025

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
CRANSTON, RI

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.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(2/19/2026)
IAR
Rhode Island
(12/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/8/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/30/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/25/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/25/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

NI
NCU INVESTMENT SOLUTIONS
NCU INVESTMENT SOLUTIONS | RANDALL FINANCIAL GROUP, LLC

CRD#: 134804 / SEC#:

Massachusetts
Registered Investment Advisory firm - (6/3/2005 Approved)
Rhode Island
Registered Investment Advisory firm - (4/18/2005 Approved)
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Contact information

Main Address
1005 Douglas Pike, Smithfiled, RI 02917
Mailing Address
Phone number
(401) 228-0100
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts261
AUM (Assets Under Management)$ 58,923,905

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.

Company Information

NCU INVESTMENT SOLUTIONS

CRD#: 134804Smithfiled, RI 02917

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