Unclaimed Profile

Arthur Joseph Eisen

EISEN FINANCIAL SERVICES, INC.·FISHKILL, New York

Series 1, Series 6, Series 7, Series 24, Series 63Clean record21 years registeredEISEN FINANCIAL SERVICES, INC.

21 OLD MAIN STREET, FISHKILL, NY 12524CRD# 813647Firm CRD# 125668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Arthur Joseph Eisen · FISHKILL, NY

Registration

CRD #813647 · EISEN FINANCIAL SERVICES, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EISEN FINANCIAL SERVICES, INC.

EISEN FINANCIAL SERVICES, INC.

Jul 2005 – Dec 2023

CORNWALL, NY

Registrations & Exams

FINRA examinations passed

Series 1

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · July 26, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EISEN FINANCIAL SERVICES, INC.

CRD 125668 · SEC 801-79227

AUM

$34M

Regulatory assets under management

Employees

44 client accounts

Services offered by EISEN FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EISEN FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Arthur Joseph Eisen offer?

Arthur Joseph Eisen specializes in Financial Planning, Investment Management, Wealth Management.

What are Arthur Joseph Eisen's credentials?

Arthur Joseph Eisen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Arthur Joseph Eisen located?

Arthur Joseph Eisen is based in FISHKILL, New York, last registered with EISEN FINANCIAL SERVICES, INC..

How does Arthur Joseph Eisen charge for services?

Arthur Joseph Eisen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EISEN FINANCIAL SERVICES, INC.?

EISEN FINANCIAL SERVICES, INC. has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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