Richard L. Eisner

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

COMMACK, NY 11725

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CRD#: 4638687

Professional summary

Richard Lee Eisner is a registered financial advisor currently at RICHARD L. EISNER, C.P.A., P.C. located in Commack, New York.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Richard has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Eisner & Maglione CPA's, LLC/ Investment related/ 66 Commack Road, Suite 201 Commack, New York 11725/ Tax, Accounting and Insurance services/ CPA/ Partner as of January 2007/ Primary business about 90% 150 hours/month, 7 hours daily during securities trading hours/ CPA and insurance agent providing tax, accounting and insurance services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Lee Eisner'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

June 4, 2003 - Present

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

Office #1: 66 Commack Road, Commack, NY 11725

RIA

CRD#: 125103

COMMACK, NY

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

Connecticut
(6/5/2003)

IAR

Florida
(10/1/2021)

IAR

New Jersey
(6/4/2003)

IAR

New York
(8/19/2021)

IAR

Pennsylvania
(7/25/2003)

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

IAR

Series 65

Date: 6/2/2003

Uniform Investment Adviser Law Examination

Current Firm

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

RICHARD L ELSNOR CPA PC | RICHARD LEE EISNOR CPA PC | RICHARD L. EISNER, C.P.A., P.C.

CRD#: 125103 / SEC#:

Connecticut

Registered Investment Advisory firm - (6/5/2003 Approved)

Florida

Registered Investment Advisory firm - (10/1/2021 Approved)

New Jersey

Registered Investment Advisory firm - (6/4/2003 Approved)

New York

Registered Investment Advisory firm - (4/11/2003 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/25/2003 Approved)

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Contact information

Main Address

66 Commack Road Suite 201, Commack, NY 11725

Mailing Address

Phone number

(631) 499-4039

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Richard L. Eisner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Lee Eisner's CRS (Customer Relationship Summary).

Certified licenses

Experience

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

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2003

Current Firm

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

Contact information

Documents

Red Flags

Company Information

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

TRUST BUT VERIFY

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