Robert James Gartner
Investment adviser representative at Ernst & Young Investment Advisers LLP
11 yearsExperience
1 stateRegistered in
$0Firm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
11 years in the industry.
- Ernst & Young Investment Advisers LLPDec 2021 to now
- Ernst & Young LLPOct 2021 to now
- Residential Rental PropertyOct 2019 to now
- Tapfin/eyDec 2020 to Nov 2021
- Prudential AdvisorsSep 2018 to Dec 2020
- AXA Advisors, LLCMay 2018 to Aug 2018
- UnemployedFeb 2018 to Apr 2018
- Keller WilliamsMay 2017 to Jan 2018
- UnemployedJan 2017 to Apr 2017
- Vidon Capital PartnersOct 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ernst & Young Investment Advisers LLP
$0Assets managed
20Clients
110Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2266143
- Firm CRD
- 110921