RICHARD L. EISNER, C.P.A., P.C.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
COMMACK, New York
CRD number
125103
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Richard L. Eisner, C.P.A., P.C. is organized as a corporation with an individual owner and is classified in the dataset as an unclassified advisory entity. The firm identifies as a capital allocator and lists its primary advisory activity as the selection of other advisers, which indicates a manager-of-managers or consultant role rather than direct portfolio implementation. Fee arrangements are described as "Other," and the firm is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Industry affiliations include accounting and insurance company relationships, suggesting the firm’s origins and network are tied to professional services and risk-transfer partners.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • RICHARD EISNER

    Founding PartnerCRD 4638687

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

COMMACK, NY

SUFFOLK

Location

COMMACK, NY

Headquartered in COMMACK, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SUFFOLK
Address
66 Commack Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth