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Saul B. Eisenberg

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CRD#: 76601
SE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Saul Bernard Eisenberg was a registered financial professional .

Saul is a previously registered financial professional and started their career in finance in 1974. Saul had worked at 8 firms and has passed the Series 65, Series 63, PC, Series 1 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 23, 2004 - December 31, 2020

M&R CAPITAL MANAGEMENT INC

RIA
CRD#: 110472
SUMMIT, NJ
Past

August 9, 2004 - November 29, 2004

SMH CAPITAL ADVISORS LLC

RIA
CRD#: 108344
HOUSTON, TX
Past

August 5, 2004 - October 22, 2010

SANDERS MORRIS LLC

BD
CRD#: 20580
NEW YORK, NY
Past

July 1, 2003 - October 24, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NEW YORK, NY
Past

July 1, 2003 - May 27, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

February 6, 1996 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
NEW YORK, NY
Past

October 8, 1984 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 16, 1977 - June 15, 1984

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

August 27, 1976 - September 16, 1977

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

February 27, 1976 - August 27, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

March 27, 1974 - February 27, 1976

BAYROCK ADVISORS, INC.

BD
CRD#: 5070

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/14/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
PC
Date: 6/13/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 4/20/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 4/1/1974
Registered Principal Examination

Current Firm


MC
M&R CAPITAL MANAGEMENT INC
M&R CAPITAL MANAGEMENT INC | VALUEWORKS

CRD#: 110472 / SEC#: 801-44950

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Contact information


Main Address
25 Union Place 3rd Floor, Summit, NJ 07901
Mailing Address
Phone number
(212) 584-8999
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A.M&R (2/23/2024)

Regulatory assets under management


Total Number of Accounts513
AUM (Assets Under Management)$ 522,283,133

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.

Company Information


M&R CAPITAL MANAGEMENT INC

CRD#: 110472

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