Ernst & Young Investment Advisers LLP
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
FINTRXOverview
Ernst & Young Investment Advisers LLP is organized as a limited liability partnership and has been registered with the SEC since 1995. The firm lists its client base as institutional and provides advisory services alongside its accountant role; stated advisory activities include financial planning, publication of periodicals or newsletters, and educational seminars/workshops. Fee arrangements are stated as hourly charges and fixed fees rather than asset-based billing. The firm is not positioned as a capital allocator, does not describe itself as an active ESG investor, and is not flagged as a pension consultant or related adviser. Ownership is described as a mix of domestic entity and individual ownership. Industry affiliations include broker-dealer, other investment adviser, registered security‑based swap dealer, and accountant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 115
Kelley Duval
Managing DirectorCRD 5746694

Monisha Khadse
Financial PlannerCRD 5761757

Edward Acker
Financial PlannerCRD 5829856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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