Best Investors Account Sign in
Inactive

Gregory Brian Fant

Ernst & Young Investment Advisers LLP

Tampa, FL

Rockledge, FL

CRD 2709837

Claim This Profile
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
FL RA APPROVED 2023-09-22
  • FL RA
    APPROVED
    Since 2023-09-22

Branch Locations

One Tampa City Center Suite 2400, Tampa, FL 33602 • United States

Rockledge, FL • 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
Tapfin/Ernst & Young Llp Tampa FL 01/2011 06/2019
Unemployed Rockledge FL 07/2019 12/2019
H&R Block Advisors Merritt Island FL 01/2020 08/2023
Tapfin/Ey Tampa FL 09/2023 Present
  • 01/2011 → 06/2019
    Tapfin/Ernst & Young Llp
    Tampa, FL
  • 07/2019 → 12/2019
    Unemployed
    Rockledge, FL
  • 01/2020 → 08/2023
    H&R Block Advisors
    Merritt Island, FL
  • 09/2023 → Present
    Tapfin/Ey
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-15
S63 Uniform Securities Agent State Law Examination 1996-03-28
  • S66 Uniform Combined State Law Examination
    2006-08-15
  • S63 Uniform Securities Agent State Law Examination
    1996-03-28
Designations
  • Certified Financial Planner
Other Names
  • Gregory Brian Fant

View on SEC IAPD

More in Tampa, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor