IE

Isaac L. Eisenhauer

CEDARLINE CAPITAL
East Petersburg, PA
Some features on this profile are disabled
CRD#: 5382570
IE

Professional summary


Isaac Lance Eisenhauer, who also goes by Isaac Eisenhauer, Lance Eisenhauer, is a registered financial advisor currently at CEDARLINE CAPITAL located in East Petersburg, Pennsylvania.

Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Isaac has worked at 4 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Isaac Eisenhauer | Lance Eisenhauer

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.

CRS (Client Relationship Summary) - RIA


Click below to view Isaac Lance Eisenhauer'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

January 3, 2023 - Present

CEDARLINE CAPITAL

RIA
CRD#: 324033
East Petersburg, PA
Past

April 26, 2013 - April 7, 2015

TD AMERITRADE, INC.

RIA
CRD#: 7870
HARRISBURG, PA
Past

April 26, 2013 - April 7, 2015

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
HARRISBURG, PA
Past

April 26, 2013 - April 7, 2015

TD AMERITRADE, INC.

BD
CRD#: 7870
HARRISBURG, PA
Past

July 17, 2012 - April 15, 2013

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

November 25, 2011 - July 6, 2012

TD AMERITRADE, INC.

RIA
CRD#: 7870
FORT WORTH, TX
Past

November 25, 2011 - July 6, 2012

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
FORT WORTH, TX
Past

April 12, 2010 - July 6, 2012

TD AMERITRADE, INC.

BD
CRD#: 7870
FORT WORTH, TX

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
Florida
(10/25/2024)
IAR
Pennsylvania
(1/3/2023)
IAR
Texas
(10/30/2024)
IAR
Wisconsin
(2/27/2024)

Exams


State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 11/23/2011
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
CEDARLINE CAPITAL
CEDARLINE CAPITAL | CEDARLINE CAPITAL, LLC | CEDARLINE CAPITAL LLC

CRD#: 324033 / SEC#:

Florida
Registered Investment Advisory firm - (10/25/2024 Approved)
Pennsylvania
Registered Investment Advisory firm - (1/3/2023 Approved)
Texas
Registered Investment Advisory firm - (10/30/2024 Approved)
Wisconsin
Registered Investment Advisory firm - (2/27/2024 Approved)
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Contact information


Main Address
East Petersburg, PA
Mailing Address
Phone number
(717) 435-1019
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts78
AUM (Assets Under Management)$ 13,009,905

Red Flags


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

Company Information


CEDARLINE CAPITAL

CRD#: 324033East Petersburg, PA

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