Max Eisikovic

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 01/2019 → 09/2025
  Avantax Investment Services, Inc.
  New York, NY
• 12/2002 → Present
  Eisikovic & Kane Llp
  New York, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  New York, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-07-22 → 2025-09-05
  Avantax Advisory Services
  New York, NY

Other Businesses

Eisikovic & Kane, LLP~'NIR'~1430 Broadway suite 1105~New York~NY~10018~Accounting Services/Tax Preparation~Owner~12/20/2002~160hrs~100hrs~I am the owner of the firm. My duties, other than servicing the firm's clients, is to help grow the firm's client base. I conduct staff meetings to review the accountant's work schedule on as needed basis. i meet with clients regularly to enhance our accountant/ client relationships. I have a network of lawyers and other professional where we refer clients to each other. The firm has done very little advertising and has grown primarily due to these relationships, as well as from referrals of our existing client base.|

Exams

• S66 Uniform Combined State Law Examination
  2019-07-17
• S63 Uniform Securities Agent State Law Examination
  1985-01-24