RICHARD L. EISNER, C.P.A., P.C.
Firm details
- Headquarters
- COMMACK, New York
- CRD number
- 125103
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Richard L. Eisner, C.P.A., P.C. is organized as a corporation with an individual owner and is classified in the dataset as an unclassified advisory entity. The firm identifies as a capital allocator and lists its primary advisory activity as the selection of other advisers, which indicates a manager-of-managers or consultant role rather than direct portfolio implementation. Fee arrangements are described as "Other," and the firm is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Industry affiliations include accounting and insurance company relationships, suggesting the firm’s origins and network are tied to professional services and risk-transfer partners.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1RICHARD EISNER
Founding PartnerCRD 4638687
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COMMACK, NY
SUFFOLK
Location
COMMACK, NY
Headquartered in COMMACK, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 66 Commack Rd
- Time zone
- ET (UTC-5)
- Office locations
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