Ernst & Young Capital Advisors, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
56
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
152514
Registered since
July 16, 2010
Website
www.ey.com

Firm profile

FINTRX

Overview

Ernst & Young Capital Advisors, LLC is organized as a limited liability company and is classified in FINTRX records as an investment bank. The firm has been SEC-registered since 2010. Ownership is reported as a combination of a domestic entity and an individual, suggesting a hybrid corporate/individual ownership structure rather than a pure employee-owned RIA model. FINTRX flags the firm as not acting as a capital allocator and not participating as an active ESG investor. It is not listed as a multistate registered adviser, is not designated a pension consultant, and is not identified as a related adviser in the FINTRX snapshot. Those attributes point to a focus on advisory or transactional investment-banking activities rather than on discretionary asset management or retail advisory services.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Sergio Costa

    Sergio Costa

    Chief Compliance OfficerCRD 5746445

Contacts

3 of 55
  • Keya Ghosh

    Keya Ghosh

    AnalystCRD 7568685

  • Jillian Lombardi

    CRD 7999123

  • Jack Rini

    Jack Rini

    AnalystCRD 7954736

Unlock 52 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 Manhattan W
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth