Francesca H. Streb

ERNST & YOUNG INVESTMENT ADVISERS LLP

New Port Richey, FL

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CRD#: 5844581

Professional summary

Francesca Hope Streb, CFP®, who also goes by Francesca Hope Dzib, Francesca Dzib, Francesca Streb, is a registered financial advisor currently at ERNST & YOUNG INVESTMENT ADVISERS LLP located in New Port Richey, Florida.

Francesca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Francesca has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Francesca Hope Dzib | Francesca Dzib | Francesca Streb

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Beachwood, server at a restaurant on the weekend non investment related. 4022 Tampa Rd, Oldsmar, Fl

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francesca Hope Streb's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

June 18, 2020 - Present

ERNST & YOUNG INVESTMENT ADVISERS LLP

Office #3: 201 N. Franklin St. Ste 2300, Tampa, FL 33602

RIA

CRD#: 110921

New Port Richey, FL

Past

January 8, 2018 - May 18, 2018

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

December 20, 2017 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

TAMPA, FL

Past

November 17, 2017 - May 18, 2018

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

TAMPA, FL

Past

July 16, 2014 - September 26, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

CLEARWATER, FL

Past

February 18, 2011 - September 25, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

CLEARWATER, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ERNST & YOUNG INVESTMENT ADVISERS LLP

ERNST & YOUNG INVESTMENT ADVISERS LLP | ERNST & YOUNG LLP

CRD#: 110921 / SEC#: 801-48596

RIA

Registered Investment Advisory firm - (4/7/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/18/2020)

IAR

Indiana
(4/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/12/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/6/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/16/2011

General Securities Representative Examination

Current Firm

ERNST & YOUNG INVESTMENT ADVISERS LLP

ERNST & YOUNG INVESTMENT ADVISERS LLP | ERNST & YOUNG LLP

CRD#: 110921 / SEC#: 801-48596

RIA

Registered Investment Advisory firm - (4/7/1995 Approved)

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Contact information

Main Address

200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094

Mailing Address

Phone number

(800) 273-0588

Established

Firm type

Fiscal year end

# of Employees

140

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ERNST & YOUNG INVESTMENT ADVISERS LLP (9/10/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Francesca H. Streb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francesca Hope Streb's CRS (Customer Relationship Summary).

Certified licenses

Experience

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

ERNST & YOUNG INVESTMENT ADVISERS LLP

State Registrations and Notice Filings

Exams

Series 66

Date: 7/12/2014

Series 63

Date: 7/6/2011

SIE

Date: 5/18/2018

Series 7

Date: 2/16/2011

Current Firm

ERNST & YOUNG INVESTMENT ADVISERS LLP

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ERNST & YOUNG INVESTMENT ADVISERS LLP

TRUST BUT VERIFY

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