Mitchell Eisenberg
Mitchell Eisenberg is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ardsley, NY, with 40 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
923 Saw Mill River Rd., Apt 130, Ardsley, NY, 10502
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Regulatory History (1)
Customer Dispute
March 2007Other Business ActivitiesSells Insurance
Mitchell is self-employed as a tax preparer since 1999, dedicating minimal time to this seasonal business. He is also an independent insurance agent for various independent insurance companies and an advisory representative of a Registered Investment Advisor, spending nearly full-time hours in this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Dollar Dry Dock Investment Services CORP.Broker
Murphey Favre, INC.Broker
Moore & Schley, Cameron & CO.Broker
First Albany CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.