Arie Eitani has been an investment adviser representative at Urs Advisory since July 2026, and is not listed among the firm’s executive officers or direct owners. Arie Eitani holds a Bachelor of Science in Finance from the University of Florida.
Urs Advisory LLC is a Jupiter, FL firm with $200M under management, 173 clients and 4 advisers in one office, as of its September 2026 filing.
Arie Eitani is Associate Planner at URS Advisory, based in Jupiter, FL. He supports the financial planning team throughout the data-gathering and plan development process. Before joining URS, he gained client experience as an intern at Fidelity Investments' regional office in Jacksonville.
Investment adviser representative registrations
Arie Eitani is registered as an investment adviser representative in Florida, since July 2026.
- FloridaSince 28 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 2025 |
| SIE | Securities Industry Essentials Examination | 21 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Arie Yehuda Eitani
- CRD
- 8314906
- Firm
- Urs Advisory · CRD 289892
- Office
- 4425 N MILITARY TRAIL, SUITE 208, Jupiter, FL 33458
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ursadvisory.com
Where does Arie Eitani work?
Arie Eitani is an investment adviser representative registered through Urs Advisory LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Arie Eitani a financial advisor?
Yes. Arie Eitani has a current investment-adviser registration in Florida, through Urs Advisory since July 2026.
How many years of experience does Arie Eitani have?
Arie Eitani has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Arie Eitani passed?
Arie Eitani has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in August 2024.
Where is Arie Eitani based?
Arie Eitani’s registered office is in Jupiter, FL.
Is Arie Eitani registered with FINRA?
No. Arie Eitani has no current broker registration.
How can I verify Arie Eitani’s record?
Search CRD 8314906 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Arie Eitani’s full registration record.
