Martin David Eisenstein

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1985 → Present
  Martin D. Eisenstein, Attorney At Law
  Secaucus, NJ
• 08/1980 → Present
  Martin D. Eisenstein, Cpa
  Secaucus, NJ
• 06/2020 → 11/2021
  Forta Financial Group, Inc
  Greenwood Village, CO
• 12/2021 → 08/2022
  Financial Gravity Family Office Services, Llc
  Austin, TX
• 08/2022 → Present
  Rmr Wealth Builders, Inc.
  Montclair, NJ
• 03/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2022-10-05 → 2025-03-27
  Rmr Wealth Builders, Inc.
  Secaucus, NJ
  Montclair, NJ
• 2022-01-06 → 2022-07-26
  Financial Gravity Family Office Services, Llc
  Lakeway, TX
  Secaucus, NJ
• 2021-01-04 → 2021-10-04
  Forta Financial Group, Inc.
  Secaucus, NJ
  Greenwood Village, CO

Other Businesses

1) Name of Business: Martin D. Eisenstein, CPA & Attorney at Law; Not Investment Related; Address: 8 Sparman Pl, Secaucus, NJ 07094; Nature of Business: Legal & Accounting Services; Position: Owner; Relationship: Partner; Start Date: 01/01/1986; Hours Per Month: 100; Hours Per Month During Securities Trading Hours: 5%; Duties: Proprietor 2) Name of Business: Intelligent Family Office Group, LLC; Not Investment Related; Address: 8 Sparman Pl, NJ, 07094; Nature of Business: Tax Planning, Numerical Financial Mapping & Analysis, Legal Referral Service; Position: Sole Member; Relationship: Partner; Start Date: 01/01/2019;Hours Per Month: 30; Hours Per Month During Securities Trading Hours: 2%; Duties: Prepare Tax Plans & Asset Maps 3) Name of Business: Intelligent Business Management Corp.; Non-Investment Related; Address: 8 Sparman Pl, Secaucus, NJ 07094; Nature of Business: Business management and administrative office and accounting support; Position: Owner/CEO; Start Date: 01/01/2018; Hours per month: 40; Hours per month during trading hours: 2; Duties: Administrator for business management and administrative accounting services

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-08-03
• S65 Uniform Investment Adviser Law Examination
  2019-06-22

Other Names

• Martin David Eisenstein