Roberta Lynn Freitag
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 and Young LLPJan 2020 to now
- Ernst & Young Investment Advisers LLPAug 2017 to now
- Tapfin/ernst and Young LLPJul 2017 to Jan 2020
- US Imaging Network LLCMar 2017 to Jul 2017
- Self EmployedFeb 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6099579
- Firm CRD
- 110921