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Erin Perialas Eliason

Riversedge Advisors

Wilmington, DE

CRD 6057035

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Employer firm

Riversedge Advisors CRD 298390

$928M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Riversedge Advisors

600 N King St Suite 200, Wilmington, DE 19801 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2020-09-29
  • DE RA
    APPROVED
    Since 2020-09-29

Branch Locations

600 N King St Suite 200, Wilmington, DE 19801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
M Holdings Securities, Inc. Portland OR 02/2013 12/2019
Newton One Advisors Neward DE 04/2012 12/2019
Riversedge Advisors, Llc Wilmington DE 01/2020 Present
  • 02/2013 → 12/2019
    M Holdings Securities, Inc.
    Portland, OR
  • 04/2012 → 12/2019
    Newton One Advisors
    Neward, DE
  • 01/2020 → Present
    Riversedge Advisors, Llc
    Wilmington, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-29
  • S65 Uniform Investment Adviser Law Examination
    2020-09-29
Other Names
  • Erin Lindsay Periglas
  • Erin Lindsay Perialas
  • Erin Perialas Eliason
  • Erin Lindsay Eliason

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS

Nearby Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE

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