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 15 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 14 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 21 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 18 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.