Ernst & Young Investment Advisers LLP

RIASEC RegisteredEst. 1995
Total AUM
—
Avg account
$0
Accounts
0
Employees
140
Advisory reps
115

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 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

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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

Contacts

3 of 115
  • Kelley Duval

    Kelley Duval

    Managing DirectorCRD 5746694

  • Monisha Khadse

    Monisha Khadse

    Financial PlannerCRD 5761757

  • Edward Acker

    Edward Acker

    Financial PlannerCRD 5829856

Unlock 112 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