ZE
CFP
ZE
CFP

Zachary Eisner

6 Years of Experience
Freeport, NY
BrokerSells Insurance

Zachary Eisner is a CFP-designated registered investment advisor, based in Freeport, NY, with 6 years of industry experience.

Location

429 Atlantic Avenue, Suite 2Z, Freeport, NY, 11520

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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 ActivitiesSells Insurance

Zachary is an agent for B. Riley Wealth Insurance, spending a few hours per week. He is also involved with OPES Private Wealth Management, Ship Has Risen Inc (real estate investment), and Eisner Wealth Management, dedicating full-time hours to the latter.

Employment History
Current Registrations
B. Riley Wealth ManagementBroker
July 2022 - Present · 3 yrs 10 mos
B. Riley Wealth Advisors, INC.
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
National Securities CorporationBroker
February 2022 - July 2022 · 5 mos
UBS Financial Services INC.
January 2020 - December 2021 · 1 yr 11 mos
UBS Financial Services INC.Broker
October 2019 - December 2021 · 2 yrs 2 mos
State Registrations11 states
CADCDEFLMDNCNJNYSCTXUT
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.
Zachary Eisner - Financial Advisor | TrueAdvisor