ERNST & YOUNG INVESTMENT ADVISERS LLP

RIASEC RegisteredEst. 1995
Total AUM
Avg account
$0
Accounts
0
Employees
140
Advisory reps
118

Firm details

Headquarters
SECAUCUS, New Jersey
CRD number
110921
Registered since
April 7, 1995
Website
www.ey.com
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ernst & Young Investment Advisers LLP is organized as a limited liability partnership and has been SEC-registered since 1995. The firm’s stated client focus is institutional, and its business profile emphasizes accounting and advisory services rather than primary capital allocation. Fee arrangements listed are hourly and fixed-fee models, and the adviser’s activities include financial planning services, the publication of periodicals or newsletters, and delivery of educational seminars and workshops. The firm is not identified as an active ESG investor, and it is not listed as a pension consultant or as a related adviser to another registered manager. Regulatory and business affiliations reported for the firm extend beyond investment advising to include roles such as broker-dealer, registered security‑based swap dealer, and accountant. Those affiliations suggest the firm operates at the intersection of professional accounting services and investment/advisory functions, with a client offering that blends technical accounting expertise and educational outreach for institutional clients.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DONALD CULP

    Chief Compliance OfficerCRD 2706977

Contacts

3 of 117
  • ALEXIS QUINN

    Financial PlannerCRD 6682963

  • Susan Bork

    Tax ManagerCRD 6745451

  • TRACEY BREAUX

    Financial PlannerCRD 4566591

Unlock 114 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SECAUCUS, NJ

HUDSON

Location

SECAUCUS, NJ

Headquartered in SECAUCUS, NJ, 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
HUDSON
Address
200 Plaza Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth