SE
SE

Samuel Asher Eisner

5 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
30 clients
Average Client Portfolio
$11.7M average
Assets Under Management
$351.6M

Fee Structure

Financial Planning:Investment management only
Loading...

Location

12400 Wilshire Boulevard, Los Angeles, CA, 90025

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wave Digital Assets LLC
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Equitable Advisors, LLC
October 2020 - March 2021 · 5 mos
Equitable Advisors, LLCBroker
September 2020 - March 2021 · 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Samuel Asher Eisner - Financial Advisor | TrueAdvisor