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Aaron Simon

Ernst & Young Investment Advisers LLP

New York, NY

Brooklyn, NY

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Current Employers
Ernst & Young Investment Advisers Llp

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-06-06
  • NY RA
    APPROVED
    Since 2025-06-06

Branch Locations

One Manhattan West 395 Ninth Avenue, New York, NY 10001 • United States

Brooklyn, NY • 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
Fidelity Investments West Lake TX 09/2022 10/2024
Unemployed New York NY 04/2022 09/2022
Better Mortgage New York NY 11/2019 04/2022
Guaranteed Rate Parsippany NJ 07/2017 10/2019
University At Buffalo Buffalo NY 09/2013 04/2017
Tapfin/Ey New York NY 06/2025 Present
Unemployed Suffern NJ 10/2024 06/2025
  • 09/2022 → 10/2024
    Fidelity Investments
    West Lake, TX
  • 04/2022 → 09/2022
    Unemployed
    New York, NY
  • 11/2019 → 04/2022
    Better Mortgage
    New York, NY
  • 07/2017 → 10/2019
    Guaranteed Rate
    Parsippany, NJ
  • 09/2013 → 04/2017
    University At Buffalo
    Buffalo, NY
  • 06/2025 → Present
    Tapfin/Ey
    New York, NY
  • 10/2024 → 06/2025
    Unemployed
    Suffern, NJ
Previous Registrations
  • 2023-04-18 → 2024-10-14
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-31
  • S66 Uniform Combined State Law Examination
    2023-03-31

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
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