Amanda M Pennfield
Investment adviser representative at Ernst & Young Investment Advisers LLP
10 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
10 years in the industry.
- Ernst & Young Investment Advisers LLPApr 2024 to now
- Tapfin/eyApr 2024 to now
- Independent Wealth ManagementFeb 2023 to Apr 2024
- Morgan StanleyJun 2019 to Feb 2023
- Raymond James & Associates, Inc.Apr 2019 to Jun 2019
- Independent Wealth ManagementJan 2019 to Apr 2019
- Maxim GroupNov 2018 to Jan 2019
- Independent Wealth ManagementJan 2017 to Oct 2018
- Lenox Advisors, IncAug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5537671
- Firm CRD
- 110921