Ernst & Young Investment Advisers Llp
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ADV data as of May 01, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 30
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 140
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Corporations and other businesses | 30 | — | — |
People (119)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raymond Arthur Echevarria | Chief Compliance Officer | Apr 2011 (15y) | Less than 5% | |
| Bryan Dean Clintsman | Registered representative | CFP | Feb 2000 (26y) | |
| Robert John Porter | Registered representative | Oct 2003 (23y) | ||
| Andrew Michael Clarke | Registered representative | Nov 2003 (23y) | ||
| Donald Arthur Culp | Registered representative | CFP Personal Financial Specialist | Jan 2004 (23y) | |
| Todd Christopher Honeycutt | Registered representative | Apr 2004 (22y) | ||
| Matthew Thomas Johnson | Registered representative | Jun 2004 (22y) | ||
| Vincent Erwin Villanueva | Registered representative | May 2005 (21y) | ||
| Lisa Anna Springs | Registered representative | Dec 2006 (20y) | ||
| Luscinda Rose Boyd | Registered representative | Apr 2007 (19y) | ||
| Daniel Irvin Grable | Registered representative | CFP Chartered Financial Consultant | Jan 2008 (19y) | |
| Martin Beecher Lusk | Registered representative | CFP | Jan 2008 (19y) | |
| Mary Jean Cohen | Registered representative | Jan 2008 (19y) | ||
| John Patrick Ruddy | Registered representative | May 2008 (18y) | ||
| Matthew Louis Weisman | Registered representative | Sep 2008 (18y) | ||
| Monisha Khadse | Registered representative | CFP | Feb 2010 (16y) | |
| Marc John Mancuso | Registered representative | CFP | Mar 2010 (16y) | |
| Mark Christian Puttre | Registered representative | CFP | Jul 2010 (16y) | |
| Julizza Pena | Registered representative | Oct 2010 (16y) | ||
| Paul Raspitzi | Registered representative | Jan 2011 (16y) | ||
| David Jonathan Douglas | Registered representative | Jan 2011 (16y) | ||
| Richard Scott Jennings | Registered representative | May 2011 (15y) | ||
| Adam Samuel Berk | Registered representative | CFA | May 2011 (15y) | |
| Jonathan Frejuste | Registered representative | Nov 2011 (15y) | ||
| Jenna Marie Lewis | Registered representative | Feb 2012 (14y) | ||
| Daniel Velez | Registered representative | CFP | Sep 2012 (14y) | |
| Debra Sue Valenti | Registered representative | Oct 2013 (13y) | ||
| Kerry Lynn Jerin | Registered representative | Mar 2014 (12y) | ||
| Catherine Jane Crisp Martin | Registered representative | Apr 2014 (12y) | ||
| Dorothy Grace Tatti | Registered representative | Apr 2014 (12y) | ||
| Robert Joseph Fairbrook | Registered representative | May 2014 (12y) | ||
| Rashri Noter | Registered representative | May 2014 (12y) | ||
| Guarionex Negron | Registered representative | Jul 2014 (12y) | ||
| Nadelly Cabrera | Registered representative | Aug 2014 (12y) | ||
| Christie Darlene Cherry | Registered representative | CFP | Aug 2014 (12y) | |
| Victor Roger Rios | Registered representative | CFP | Aug 2014 (12y) | |
| Diane Love Spearin | Registered representative | CFP | Nov 2014 (12y) | |
| Johan Maurits Oeyen | Registered representative | Nov 2014 (12y) | ||
| Gladys R Gonzalez | Registered representative | Mar 2015 (11y) | ||
| Silvana Carolina Santiago | Registered representative | CFP | Mar 2015 (11y) | |
| John Robert Fieldsteel | Registered representative | Dec 2015 (11y) | ||
| Matthew Mitola | Registered representative | Dec 2015 (11y) | ||
| Joseph Adrian Malec | Registered representative | Apr 2016 (10y) | ||
| Jonathan Michael Vostok | Registered representative | CFP | May 2016 (10y) | |
| John Robert Garrison | Registered representative | Sep 2016 (10y) | ||
| Rose Marie Kratz | Registered representative | Aug 2017 (9y) | ||
| Roberta Lynn Freitag | Registered representative | Aug 2017 (9y) | ||
| Marc Vytautas Macys | Registered representative | Aug 2017 (9y) | ||
| Gerard Richard Farrell | Registered representative | May 2018 (8y) | ||
| Robert William Krill | Registered representative | May 2018 (8y) | ||
| Tania Borislavova Tomanova | Registered representative | May 2018 (8y) | ||
| Amanda Noel Almorado | Registered representative | Jun 2018 (8y) | ||
| Jean Flanagan Prina | Registered representative | CFP | Jun 2018 (8y) | |
| Joshua E Kantrowitz | Registered representative | Dec 2018 (8y) | ||
| Aaron Cherry | Registered representative | CFP | Feb 2019 (7y) | |
| Nicholas Farkas | Registered representative | CFP | Apr 2019 (7y) | |
| Zaydell Yazmin Caceres | Registered representative | Apr 2019 (7y) | ||
| Jeffery B Kimball | Registered representative | Dec 2019 (7y) | ||
| Olof Tobias Henriksson | Registered representative | CFP | May 2020 (6y) | |
| Thomas Michael Di Lorenzo | Registered representative | CFP | Feb 2021 (5y) | |
| Victor Hugo Garza | Registered representative | CFP | Feb 2021 (5y) | |
| John William Komala | Registered representative | CFP | Jun 2021 (5y) | |
| David M Goss | Registered representative | Jul 2021 (5y) | ||
| Mahmud Jetha | Registered representative | CFP | Aug 2021 (5y) | |
| Christopher Ralph Williams | Registered representative | Aug 2021 (5y) | ||
| Diana Melyna Romeo | Registered representative | Aug 2021 (5y) | ||
| Joseph Francis Talenti | Registered representative | Aug 2021 (5y) | ||
| Kelley Christine Duval | Registered representative | Aug 2021 (5y) | ||
| Susan Rose Bork | Registered representative | Aug 2021 (5y) | ||
| Dragan Bogatic | Registered representative | CFP | Oct 2021 (5y) | |
| Jimmy Allen Warwick | Registered representative | Oct 2021 (5y) | ||
| Robert James Gartner | Registered representative | Dec 2021 (5y) | ||
| Michael Angelo Alonzo | Registered representative | Apr 2022 (4y) | ||
| Travis Joseph Smyth | Registered representative | Jul 2022 (4y) | ||
| Galen Bearden | Registered representative | CFP | Sep 2022 (4y) | |
| Tracey J Breaux | Registered representative | CFP | Sep 2022 (4y) | |
| George John Seakan | Registered representative | CFP | Nov 2022 (4y) | |
| Patrick Bryan Dickens | Registered representative | Dec 2022 (4y) | ||
| Jeffrey Louis Rhodes | Registered representative | Dec 2022 (4y) | ||
| D'yanira Custodio | Registered representative | CFP | Jan 2023 (4y) | |
| Latanya Yvonne Bynum | Registered representative | CFP | Feb 2023 (3y) | |
| Michael James Hyland | Registered representative | Mar 2023 (3y) | ||
| John Dallam Murry | Registered representative | CFP | Apr 2023 (3y) | |
| Ivan Bondarenko | Registered representative | Jun 2023 (3y) | ||
| Kerry Joseph Cyganiewicz | Registered representative | Jun 2023 (3y) | ||
| Virginia Ann Hoffman | Registered representative | CFP | Jun 2023 (3y) | |
| Edward James Acker | Registered representative | CFP | Jul 2023 (3y) | |
| Gregory Brian Fant | Registered representative | CFP | Sep 2023 (3y) | |
| Almutazballah Hassan Rahman | Registered representative | Sep 2023 (3y) | ||
| German Ricardo Mora | Registered representative | Oct 2023 (3y) | ||
| Amanda M Pennfield | Registered representative | Apr 2024 (2y) | ||
| Stephen Anthony Rienzi | Registered representative | CFP | May 2024 (2y) | |
| Ramiro Omar Gonzalez | Registered representative | Nov 2024 (2y) | ||
| Ilya Arturovich Pogosyan | Registered representative | Nov 2024 (2y) | ||
| Steven Mcconkie Morrill | Registered representative | Dec 2024 (2y) | ||
| Darlene Mary Carey | Registered representative | Jan 2025 (2y) | ||
| Aaron Simon | Registered representative | Jun 2025 (1y) | ||
| William Ehrbar | Registered representative | CFP | Jun 2025 (1y) | |
| Mathew Jason Demikat | Registered representative | CFP | Jun 2025 (1y) | |
| Eduardo Porras | Registered representative | Jun 2025 (1y) | ||
| Stephanie A Coleman Risher | Registered representative | Jun 2025 (1y) | ||
| Jonathan S Muina | Registered representative | Jun 2025 (1y) | ||
| Nathaniel Dechant Adams | Registered representative | Jul 2025 (1y) | ||
| David John Scholten | Registered representative | Aug 2025 (1y) | ||
| Peter Robert Aloi | Registered representative | Nov 2025 (1y) | ||
| Alexis Lee Quinn | Registered representative | Jan 2026 (1y) | ||
| Charles Cangialosi | Registered representative | Jan 2026 (1y) | ||
| Jessica Theresa Perna | Registered representative | Jan 2026 (1y) | ||
| Lawrence Thomas Luebcke | Registered representative | Jan 2026 (1y) | ||
| Michael Nunes | Registered representative | Jan 2026 (1y) | ||
| Elizabeth Trujillo Robinson | Registered representative | Jan 2026 (1y) | ||
| Buddy Brisco Farmer | Registered representative | CFP | Jan 2026 (1y) | |
| Robert S. Allen | Registered representative | Apr 2026 (0y) | ||
| Alana Denese Ibironke | Registered representative | May 2026 (0y) | ||
| Kelvin You | Registered representative | May 2026 (0y) | ||
| Julian Brian Ma | Registered representative | May 2026 (0y) | ||
| Ashraf Zaman | Registered representative | May 2026 (0y) | ||
| Erik James Shefcik | Registered representative | May 2026 (0y) | ||
| Aaron Constante | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ernst & Young U.S. Llp | General Partner | Feb 1995 | A | 75% or more |
| Ernst & Young Llp | General Partner | Feb 1995 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 971 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗