Arie Yehuda Eitani
Investment adviser representative at Urs Advisory
16 yearsExperience
1 stateRegistered in
$200.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Urs Advisory LLCJul 2026 to now
- Fidelity InvestmentsJun 2025 to Aug 2025
- La Nurse Home Care RegistryMay 2023 to Aug 2023
- It's All GreekMay 2021 to Aug 2022
- Full-time StudentAug 2010 to May 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Urs Advisory
Legal name: Urs Advisory LLC
$200.3MAssets managed
173Clients
4Advisers
Under 1 yearIn 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
- 8314906
- Firm CRD
- 289892