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Michael Angelo Alonzo

Ernst & Young Investment Advisers LLP

Katy, TX

CRD 7217042

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Employer firm

Ernst & Young Investment Advisers LLP CRD 110921

30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ernst & Young Investment Advisers Llp

200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-08
  • TX RA
    APPROVED
    Since 2022-04-08

Branch Locations

Katy, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed New York NY 04/2019 02/2020
Elite Sem New York NY 01/2019 04/2019
Unemployed New York NY 01/2018 12/2018
State University Of New York Binghamton Binghamton NY 08/2015 12/2017
Axa Advisors, Llc New York NY 02/2020 03/2020
Ey/Tapfin Secaucus NJ 03/2021 08/2025
Unemployed New York City NY 07/2020 03/2021
Iron Birch Advisors New York NY 03/2020 07/2020
Ernst & Young Llp Houston TX 08/2025 Present
  • 04/2019 → 02/2020
    Unemployed
    New York, NY
  • 01/2019 → 04/2019
    Elite Sem
    New York, NY
  • 01/2018 → 12/2018
    Unemployed
    New York, NY
  • 08/2015 → 12/2017
    State University Of New York Binghamton
    Binghamton, NY
  • 02/2020 → 03/2020
    Axa Advisors, Llc
    New York, NY
  • 03/2021 → 08/2025
    Ey/Tapfin
    Secaucus, NJ
  • 07/2020 → 03/2021
    Unemployed
    New York City, NY
  • 03/2020 → 07/2020
    Iron Birch Advisors
    New York, NY
  • 08/2025 → Present
    Ernst & Young Llp
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-25
  • S66 Uniform Combined State Law Examination
    2020-06-25
Other Names
  • Michael Alonzo
  • Michael Angelo Alonzo
  • Michael Angelo Alonzo

View on SEC IAPD

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