Sally Hisako Eisenberg
Investment adviser representative at Weatherly Asset Management
9 yearsExperience
1 stateRegistered in
$1.7BFirm assets
31 yearsFirm in business
Are you Sally Hisako Eisenberg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Weatherly Asset ManagementNov 2016 to now
- Sedona Beer Co.Apr 2023 to May 2025
- Page Springs CellarsMay 2022 to Dec 2024
- VipkidSep 2018 to Mar 2019
- The Local Pacific BeachOct 2016 to Aug 2018
- Suna SolutionsAug 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Weatherly Asset Management
Legal name: Weatherly Asset Management LP
$1.7BAssets managed
381Clients
10Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7767409
- Firm CRD
- 106935