RON Y. EISNER
AMERANT INVESTMENTS | Wealth Advisor
Ocean Ridge, FL
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CRD#: 6333744
Professional summary
RON YOSEF EISNER is a registered financial advisor currently at AMERANT INVESTMENTS, INC. located in Ocean Ridge, Florida.
RON is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. RON has worked at 5 firms and has passed the Series 66, SIE, Series 7TO and Series 7 exams.
Biography
As a Wealth Advisor, Ron focuses on growing relationships and uncovering his client’s financial goals. He works closely with his team to provide comprehensive wealth management advice and create thoughtful, customized portfolios for the families he works with.
Prior to joining the team, Ron worked as a Managing Principal and Financial Advisor for 1818 Private Client Group, where he worked with Multi-Family Office clients. He advised ultra-high-net-worth families and individuals leveraging bespoke estate planning strategies with a concentration in Insurance Premium Finance. He earned his bachelor’s degree in Accounting and Commercial Music and earned a master’s degree in economics from Florida Atlantic University.
Ron was born in Israel and moved to the U.S. at age 15, and his native tongue is Hebrew. He currently resides in Florida and enjoys playing the guitar, writing and producing music in his spare time. He is also very active and likes surfing and traveling.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view RON YOSEF EISNER's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view RON YOSEF 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®
NoneExperience
Current
May 5, 2025 - Present
AMERANT INVESTMENTS, INC.
Office #2: 525 Okeechobee Blvd Suite 100, West Palm Beach , FL 33401RIA
BD
CRD#: 117284
Ocean Ridge, FL
Current
May 2, 2025 - Present
AMERANT INVESTMENTS, INC.
Office #1: 525 Okeechobee Blvd Suite 100, West Palm Beach , FL 33401RIA
BD
CRD#: 117284
West Palm Beach , FL
Past
September 29, 2022 - February 4, 2025
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Boca Raton, FL
Past
July 25, 2019 - June 22, 2022
1818 PRIVATE CLIENT GROUP, LLC
RIA
CRD#: 304110
Aventura, FL
Past
October 29, 2015 - May 2, 2019
VALLEY FINANCIAL MANAGEMENT, INC.
RIA
CRD#: 105387
AVENTURA, FL
Past
June 18, 2015 - May 2, 2019
VALLEY FINANCIAL MANAGEMENT, INC.
BD
CRD#: 105387
AVENTURA, FL
Past
July 8, 2014 - December 16, 2014
AVM, L.P.
BD
CRD#: 16710
BOCA RATON, FL
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".
AI
AMERANT INVESTMENTS, INC.
AMERANT INVESTMENTS, INC. | MERCANTIL INVESTMENT SERVICES, INC. | MERCANTIL INVESTMENT SERVICES | MERCANTIL COMMERCEBANK INVESTMENT SERVICES | MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC. | COMMERCEBANK INVESTMENTS SERVICES, INC. | COMMERCEBANK INVESTMENT SERVICES, INC. | COMMERCEBANK INVESTMENT SERVICES, INC
CRD#: 117284 / SEC#: 801-61889, 8-53612
RIA
Registered Investment Advisory firm - SEC (8/9/2002 Approved)Florida
Registered Investment Advisory firm - SEC (8/19/2002 Terminated)New York
Registered Investment Advisory firm - SEC (8/9/2002 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(5/2/2025)
IAR
Florida(5/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/24/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AI
AMERANT INVESTMENTS, INC.
AMERANT INVESTMENTS, INC. | MERCANTIL INVESTMENT SERVICES, INC. | MERCANTIL INVESTMENT SERVICES | MERCANTIL COMMERCEBANK INVESTMENT SERVICES | MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC. | COMMERCEBANK INVESTMENTS SERVICES, INC. | COMMERCEBANK INVESTMENT SERVICES, INC. | COMMERCEBANK INVESTMENT SERVICES, INC
CRD#: 117284 / SEC#: 801-61889, 8-53612
RIA
Registered Investment Advisory firm - SEC (8/9/2002 Approved)Florida
Registered Investment Advisory firm - SEC (8/19/2002 Terminated)New York
Registered Investment Advisory firm - SEC (8/9/2002 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
220 Alhambra Circle 2nd Floor, Coral Gables, FL 33134
Mailing Address
220 Alhambra Circle 2nd Floor, Coral Gables, FL 33134
Phone number
(305) 460-8599
Established
Delaware since 07/24/2001
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
41
SEC notice filing (8 States and Territories)
FINRA licenses (14 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERANT BANK, N.A. | SHAREHOLDER | |
| CALDERON YEPEZ, SHARYMAR EGLLEE | DIRECTOR | 7809045 |
| CAPRILES, ALBERTO MANUEL | DIRECTOR | 6998024 |
| GARGANTA, ANDRES JOSE | DIRECTOR | 5483075 |
| GUERRERO, SERGIO EMILIANO MR. | COO & FINOP | 5718350 |
| IAFIGLIOLA, CARLOS | DIRECTOR | 7285620 |
| LUCAS, EMERIS DEL VALLE | BRANCH MANAGER | 5193416 |
| RESTREPO, JOSE VICENTE | CCO | 6148942 |
Regulatory assets under management
| Total Number of Accounts | 1,194 |
| AUM (Assets Under Management) | $ 688,203,169 |
Disclosures
| Regulatory Event | 1 |
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.
