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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DONALD CULP
Chief Compliance OfficerCRD 2706977
Contacts
3 of 118ALEXIS QUINN
Financial PlannerCRD 6682963
Susan Bork
Tax ManagerCRD 6745451
TRACEY BREAUX
Financial PlannerCRD 4566591
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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