EA
CFP
EA
CFP

Edward Acker

10 Years of Experience
St. Petersburg, FL

Edward Acker is a CFP-designated registered investment advisor at Ernst & Young Investment Advisers LLP, based in St. Petersburg, FL, with 10 years of industry experience. Edward 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

St. Petersburg, 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
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
St. Pete Financial Group
April 2021 - May 2022 · 1 yr 1 mo
Raymond James & Associates, INC.Broker
November 2019 - November 2020 · 1 yr
Raymond James & Associates, INC.
July 2019 - November 2020 · 1 yr 4 mos
Ernst & Young Investment Advisers LLP
June 2018 - June 2019 · 1 yr
Paragon Wealth Strategies, LLC.
September 2015 - April 2018 · 2 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2013 · 11 mos
Chase Investment Services CORP.Broker
September 2012 - October 2012 · 1 mo
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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