Ron Yosef Eisner
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
There are no additional aliases reported.
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
linkedin.com/in/xxxxxx
Website
xxxxxxxxxx.xxx
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Current Firm
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
Contact Information
Main Address
220 Alhambra Circle 2nd Floor, Coral Gables, FL 33134Mailing Address
220 Alhambra Circle 2nd Floor, Coral Gables, FL 33134Phone Number
(305) 460-8599Established
Delaware since 07/24/2001Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
35SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
FINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERANT BANK, N.A. | SHAREHOLDER | — |
| CALDERON YEPEZ, SHARYMAR EGLLEE | DIRECTOR | 7809045 |
| EELMAN, ANTHONY JOSEPH | DIRECTOR | 8355557 |
| GUERRERO, SERGIO EMILIANO MR. | COO & FINOP | 5718350 |
| IAFIGLIOLA, CARLOS | DIRECTOR | 7285620 |
| LUCAS, EMERIS DEL VALLE | BRANCH MANAGER | 5193416 |
| PARRA, PEDRO RAUL | DIRECTOR | 6549038 |
| RESTREPO, JOSE VICENTE | CCO | 6148942 |
| SANCHEZ, MARIOLA TRIANA | DIRECTOR | 8350060 |
| TIRADO CAMACHO, YECIMAR NMN | DIRECTOR | 8348951 |
Regulatory Assets Under Management
Total Number of Accounts
1,296AUM (Assets Under Management)
$782,386,060Disclosures
Regulatory Event
1Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
Primary Firm SEC Registration
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
State Registrations and Notice Filings
(5/2/2025)
(5/5/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
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).
Similar Advisors
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC