FS
CFP
FS
CFP

Francesca Streb

12 Years of Experience
New Port Richey, FL

Francesca Streb is a CFP-designated registered investment advisor at Ernst & Young Investment Advisers LLP, based in New Port Richey, FL, with 12 years of industry experience. Francesca 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

New Port Richey, 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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Other Business Activities

Francesca works as a server at a restaurant on the weekends. This activity is not investment-related.

Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
USAA Investment Management Company
January 2018 - May 2018 · 4 mos
USAA Financial Planning Services
December 2017 - January 2018 · 1 mo
USAA Financial Advisors, INC.Broker
November 2017 - May 2018 · 6 mos
Strategic Advisers, INC.
July 2014 - September 2017 · 3 yrs 2 mos
Fidelity Brokerage Services LLCBroker
February 2011 - September 2017 · 6 yrs 7 mos
State Registrations2 states
FLIN
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.