Marie
York

Ernst & Young Investment Advisers Llp

CRD#4805688
Investment Advisor
in Round Rock, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Marie York is a financial advisor based in Round Rock, Texas, working with Ernst & Young Investment Advisers LLP. Marie has previously held positions at Tapfin/EY, Principal Financial/Hunter Intl, and has also been a Stay At Home Mom. Marie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Marie is part of Ernst & Young Investment Advisers LLP, which operates out of Round Rock, Texas. The firm has 2 offices and 190 employees. The services offered by the firm include financial planning services, publication of newsletters, and educational seminars. The fee structure at Ernst & Young Investment Advisers LLP includes hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Hourly Charges, Fixed Fees

Office Location

Round Rock, TX

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Ernst & Young Investment Advisers Llp Brokerage Details

Total Number of Employees

190

TX Average: 92

Investment Advisory Services

  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Marie York Work History

2023 - Present (2 years)

Tapfin/Ey

2023 - 2023 (< 1 year)

Tapfin/Ey

2021 - 2022 (1 year)

Principal Financial/Hunter Intl

2013 - 2021 (8 years)

Stay At Home Mom

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Marie York to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ernst & Young Investment Advisers Llp

Travis Smyth
Fort Edward, NY
Amanda Almorado
Tampa, FL
Victor Garza
Richardson, TX
Victor Rios
Orlando, FL
Richard Murphy
Secaucus, NJ
Dorothy Tatti
North Bergen, NJ
Handy De La Cruz
Secaucus, NJ
Jeffrey Rhodes
Secaucus, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started