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Steven Mcconkie Morrill

Investment adviser representative at Ernst & Young Investment Advisers LLP
12 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

12 years in the industry.

  1. Ernst & Young Investment Advisers LLPJan 2017 to now
  2. Ernst & Young Investment Advisers LLPDec 2014 to Dec 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (UT).

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
6544200
Firm CRD
110921
Advisor's SEC record (opens in a new tab)
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