Morgan Stanley
47yrs
Top advisor by experience in New York
25yrs
Robert Eising has worked in the financial industry for 25 years and is a financial advisor based in New York, New York. After two years at Cannell & Co., Robert joined Cannell & Spears in 2024, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and performance-based fees.
At a glance
Experience25 years (since 2001)
How that compares ?Top 21% by experience in New York
Office535 Madison Avenue 14th Floor, New York, NY 10022
FirmCannell & Spears
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$2.65 million
Advisors at the firm23
States licensed ?1 state
Services through Cannell & Spears
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther 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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowCannell & Spears LLCCurrent firm
- Mar 2022 – Feb 2024Cannell & Co.Previously
- Sep 2021 – Dec 2021Cannell & Co.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Cannell & Spears at (212) 752-5255 and ask for Robert Eising. Robert works from the New York, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2001, about 25 years. Top 21% by experience in New York.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Cannell & Spears reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Robert 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.
Other advisors nearby
Oppenheimer & Co.
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates