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Michael Angelo Alonzo

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.

  1. Ernst & Young LLPAug 2025 to now
  2. Ernst & Young Investment Advisers LLPApr 2022 to now
  3. Ey/tapfinMar 2021 to Aug 2025
  4. UnemployedJul 2020 to Mar 2021
  5. Iron Birch AdvisorsMar 2020 to Jul 2020
  6. AXA Advisors, LLCFeb 2020 to Mar 2020
  7. UnemployedApr 2019 to Feb 2020
  8. Elite SemJan 2019 to Apr 2019
  9. UnemployedJan 2018 to Dec 2018
  10. State University of New York BinghamtonAug 2015 to Dec 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

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

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
7217042
Firm CRD
110921
Advisor's SEC record (opens in a new tab)
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