TD
CFP
TD
CFP

Thomas Dilorenzo

22 Years of Experience
Hauppauge, NY

Thomas Dilorenzo is a CFP-designated registered investment advisor at Ernst & Young Investment Advisers LLP, based in Hauppauge, NY, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 30 clients.

Compensation
Fixed/Hourly
Firm Size
118 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

Hauppauge, NY

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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
February 2005 - Present · 21 yrs 2 mos
Previous Registrations
Ernst & Young Investment Advisers LLP
March 2004 - April 2004 · 1 mo
Lenox Advisors, INC.
June 2003 - December 2003 · 6 mos
Ernst & Young Investment Advisers LLP
July 2002 - May 2003 · 10 mos
State Registrations1 state
NY
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.