Aljen Asset Management
42yrs
Top advisor by experience in Cedar Knolls
30yrs
Alan Eisenstein is a fiduciary financial advisor in Cedar Knolls, New Jersey, with 30 years in the industry. Alan joined SPC in 2025, after nine years at IC Advisory Services. SPC offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 19 advisors with offices in Cedar Knolls, and one of 16 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 17% by experience in Cedar Knolls
Office7 Ridgedale Ave, Suite 203, Cedar Knolls, NJ 07927
FirmSPC
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$192,080
Advisors at the firm475
States licensed ?2 states
Services through SPC
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowSPCCurrent firm
- 2016 – 2025IC Advisory Services, Inc.Previously
Questions to ask Alan
Tailored to Alan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alan
How do I contact Alan?
Call SPC at 734-663-1611 and ask for Alan Eisenstein. Alan works from the Cedar Knolls, NJ office.
How long has Alan been a financial advisor?
Alan has been in the industry since 1997, about 30 years. Top 17% by experience in Cedar Knolls.
What licenses does Alan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
SPC reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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