GF
CFP
GF
CFP

Gregory Fant

13 Years of Experience
Rockledge, FL

Gregory Fant is a CFP-designated registered investment advisor at Ernst & Young Investment Advisers LLP, based in Rockledge, FL, with 13 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 20 clients.

Compensation
Fixed/Hourly
Firm Size
115 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Rockledge, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ernst & Young Investment Advisers LLP
May 2011 - July 2019 · 8 yrs 2 mos
Family First Financial Planning
July 2007 - November 2008 · 1 yr 4 mos
UBS Financial Services INC.
August 2006 - June 2007 · 10 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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