Erik James Shefcik
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 LLPMay 2026 to now
- Tapfin/eyMay 2026 to now
- UnemployedDec 2025 to May 2026
- PNC Financial Services GroupMar 2025 to Dec 2025
- UnemployedDec 2024 to Mar 2025
- Stony Brook University & University of South CarolinaMay 2024 to Aug 2024
- Tuesday's ChildrenMay 2022 to Aug 2022
- North Hempstead Country ClubMay 2021 to Aug 2021
- University of South CarolinaDec 2020 to Dec 2024
- Fordham UniversityAug 2020 to Dec 2020
- Publican's Bar & GrillMay 2020 to Aug 2020
- NAMay 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8273142
- Firm CRD
- 110921