Eisneramper Wealth Advisors LLC

Eisneramper Wealth Advisors LLC (CRD# 126818) is a financial advisory firm headquartered in New York, NY. They manage $631,804,091 in 50 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    632
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $12,636,082
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, NJ, NY, PA

Financial Advisors at Eisneramper Wealth Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Danny A. Yu
CRD#: 4549121
750 Third Avenue, 16th Floor, New York, NY 10017
96
Wealthminder
score

Danny Yu (CRD# 4549121) is an Investment Advisor Representative working at Eisneramper Wealth Advisors LLC in New York, NY and has over 14 years of experience in the finance industry. Danny Yu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Peter S. Alwardt
CRD#: 1281102
750 Third Ave, 16th Floor, New York, NY 10017
93
Wealthminder
score

Peter Alwardt (CRD# 1281102) is an Investment Advisor Representative working at Eisneramper Wealth Advisors LLC in New York, NY and has over 13 years of experience in the finance industry.

3
Timothy P. Speiss
CRD#: 2768044
750 Third Avenue, New York, NY 10017
93
Wealthminder
score

Timothy Speiss (CRD# 2768044) is an Investment Advisor Representative working at Eisneramper Wealth Advisors LLC in New York, NY and has over 20 years of experience in the finance industry.

4
Belinda Tsui
CRD#: 4029241
750 Third Ave, 16th Floor, New York, NY 10017
93
Wealthminder
score

Belinda Tsui (CRD# 4029241) is an Investment Advisor Representative working at Eisneramper Wealth Advisors LLC in New York, NY and has over 17 years of experience in the finance industry.

5
Thomas J. Birrittella
CRD#: 5059184
750 Third Ave, 16th Floor, New York, NY 10017
90
Wealthminder
score

Thomas Birrittella (CRD# 5059184) is an Investment Advisor Representative working at Eisneramper Wealth Advisors LLC in New York, NY and has 1 year of experience in the finance industry. Thomas Birrittella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Brent S. Lipschultz
CRD#: 4554635
750 Third Ave, 16th Floor, New York, NY 10017
87
Wealthminder
score

Brent Lipschultz (CRD# 4554635) is an Investment Advisor Representative working at Eisneramper Wealth Advisors LLC in New York, NY and has 1 year of experience in the finance industry.

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