Aaron Simon
Investment adviser representative at Ernst & Young Investment Advisers LLP
13 yearsExperience
1 stateRegistered in
$0Firm assets
31 yearsFirm in business
Are you Aaron Simon? Claim your profile
Contact this firm
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
13 years in the industry.
- Ernst & Young Investment Advisers LLPJun 2025 to now
- Tapfin/eyJun 2025 to now
- UnemployedOct 2024 to Jun 2025
- Fidelity InvestmentsSep 2022 to Oct 2024
- UnemployedApr 2022 to Sep 2022
- Better MortgageNov 2019 to Apr 2022
- Guaranteed RateJul 2017 to Oct 2019
- University At BuffaloSep 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7635289
- Firm CRD
- 110921