ME
ME

Max Eisikovic

10 Years of Experience
New York, NY
Broker

Max Eisikovic is a registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 10 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1430 Broadway, Suite 10018, New York, NY, 10018

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Max is the owner of Eisikovic & Kane, LLP, an accounting services and tax preparation firm, since 2002. He spends nearly full-time servicing clients, growing the client base, conducting staff meetings, enhancing client relationships, and maintaining a professional referral network.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
July 2021 - September 2025 · 4 yrs 2 mos
Avantax Investment Services, INC.Broker
May 2019 - September 2025 · 6 yrs 4 mos
Damon, Andrews & Company LTD.Broker
January 1985 - January 1989 · 4 yrs
State Registrations3 states
MANJNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Max Eisikovic - Financial Advisor | TrueAdvisor