Arnim S. Holzer

EAB INVESTMENT GROUP

New York, NY

Some features on this profile are disabled

CRD#: 2443367

Professional summary

Arnim Sanchez Holzer, who also goes by Arnim Duschinsky, is a registered financial advisor currently at EAB INVESTMENT GROUP, LLC located in New York, New York.

Arnim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Arnim has worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 3 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Arnim Duschinsky

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 Arnim Sanchez Holzer'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

February 3, 2023 - Present

EAB INVESTMENT GROUP, LLC

RIA

CRD#: 165865

New York, NY

Past

November 30, 2020 - September 18, 2023

GUGGENHEIM SECURITIES, LLC

CRD#: 40638

NEW YORK, NY

Past

October 16, 2018 - December 31, 2022

EAB INVESTMENT GROUP, LLC

RIA

CRD#: 165865

PHILADELPHIA, PA

Past

February 23, 2017 - December 31, 2017

EAB INVESTMENT GROUP, LLC

RIA

CRD#: 165865

NEW YORK CITY, NY

Past

December 1, 2016 - September 29, 2020

SRT SECURITIES LLC

CRD#: 33725

BIRMINGHAM, MI

Past

September 17, 2012 - March 13, 2014

RIGHT BLEND INVESTING

RIA

CRD#: 151728

SUMMIT, NJ

Past

June 27, 2011 - January 11, 2012

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

FLORHAM PARK, NJ

Past

May 19, 2011 - January 11, 2012

CETERA WEALTH SERVICES, LLC

CRD#: 13572

FLORHAM PARK, NJ

Past

January 1, 2008 - December 22, 2009

IDB CAPITAL CORP.

CRD#: 106032

NEW YORK, NY

Past

December 18, 2007 - December 22, 2009

IDB CAPITAL CORP.

RIA

CRD#: 106032

NEW YORK, NY

Past

March 2, 2004 - December 31, 2005

DEAM INVESTOR SERVICES, INC.

CRD#: 754

NEW YORK, NY

Past

December 20, 2002 - March 8, 2004

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

March 22, 2000 - December 20, 2002

DEAM INVESTOR SERVICES, INC.

CRD#: 754

NEW YORK, NY

Past

June 16, 1997 - January 13, 2000

DELTEC ASSET MANAGEMENT CORPORATION

CRD#: 8438

NEW YORK, NY

Past

January 11, 1995 - May 12, 1997

NEUBERGER BERMAN BD LLC

CRD#: 2908

NEW YORK, NY

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".

EAB INVESTMENT GROUP, LLC

EAB INVESTMENT GROUP, LLC | EASTERLY EAB

CRD#: 165865 / SEC#: 801-96306

RIA

Registered Investment Advisory firm - (5/29/2015 Approved)

New Jersey

Registered Investment Advisory firm - (7/15/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(2/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/18/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/16/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2016

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 10/25/2004

National Commodity Futures Examination

Principal/Supervisory Exam

Series 24

Date: 1/13/1998

General Securities Principal Examination

Current Firm

EAB INVESTMENT GROUP, LLC

EAB INVESTMENT GROUP, LLC | EASTERLY EAB

CRD#: 165865 / SEC#: 801-96306

RIA

Registered Investment Advisory firm - (5/29/2015 Approved)

New Jersey

Registered Investment Advisory firm - (7/15/2021 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

150 Monument Road Suite 207, Bala Cynwyd, PA 19004

Mailing Address

Phone number

(646) 583-0032

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

EAB ADV PART 2 (3/3/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 219,602,003

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Arnim S. Holzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arnim Sanchez Holzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUGGENHEIM SECURITIES, LLC

EAB INVESTMENT GROUP, LLC

EAB INVESTMENT GROUP, LLC

SRT SECURITIES LLC

RIGHT BLEND INVESTING

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

IDB CAPITAL CORP.

IDB CAPITAL CORP.

DEAM INVESTOR SERVICES, INC.

DWS DISTRIBUTORS, INC.

DEAM INVESTOR SERVICES, INC.

DELTEC ASSET MANAGEMENT CORPORATION

NEUBERGER BERMAN BD LLC

Primary Firm SEC Registration

EAB INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/18/2021

Series 65

Date: 2/16/2017

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2016

Series 3

Date: 10/25/2004

Series 24

Date: 1/13/1998

Current Firm

EAB INVESTMENT GROUP, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAB INVESTMENT GROUP, LLC

TRUST BUT VERIFY

Similar Advisors