Lawrence
Seigelstein

Eisneramper Wealth Management & Corporate Benefits, LLC

CRD#1987449
Investment Advisor
in Iselin, NJ

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About this Advisor

Lawrence Seigelstein is a financial advisor working out of Iselin, New Jersey with 7 years of relevant experience. Seigelstein is on the advisory team at Eisneramper Wealth Management & Corporate Benefits, LLC. Throughout their career, Seigelstein has worked at Amper Financial Services, Comprehensive Asset Management & Servicing, Inc and Eisneramper Wealth Management & Corporate Benefits, LLC. Seigelstein has Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in New Jersey, New York and Texas. Eisneramper Wealth Management & Corporate Benefits, LLC is a registered investment company operating out of Iselin, NJ. The company has offices in seven locations and a total of 29 financial advisors. It has $1 billion in assets under management between its 2,146 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 2,146 accounts, 37% are associated with high-net-worth individuals who have more than $1 million in investable assets. Eisneramper Wealth Management & Corporate Benefits, LLC has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on which services the firm provides the client. Fees charged by Eisneramper Wealth Management & Corporate Benefits, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

111 Wood Avenue South Suite 110
Iselin, NJ 08830

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Eisneramper Wealth Management & Corporate Benefits, LLC Brokerage Details

Total Assets Under Management

$1,345,466,172

NJ Average: $10,121,009,343
Total Number of Employees

29

NJ Average: 92
Total Number of Accounts

2,146

NJ Average: 6,978
Average Account Size

$626,965

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Lawrence Seigelstein Work History

Lawrence has been registered as a financial advisor for 7 years.*

2010 - Present (14 years)

Comprehensive Asset Management & Servicing, Inc

2008 - Present (16 years)

Amper Financial Services

2008 - Present (16 years)

Eisneramper Wealth Management & Corporate Benefits, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lawrence Seigelstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eisneramper Wealth Management & Corporate Benefits, LLC

Sabrina Mangual
New York, NY
Ryan Tyrell
Iselin, NJ
David Gottlieb
Iselin, NJ
Joseph Valenza
Iselin, NJ
Nancy Brzozowski
Iselin, NJ
Patrick Rogers
Iselin, NJ
Alan Gubernick
Iselin, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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