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Francesca Hope Streb

Francesca H. Streb

ERNST & YOUNG INVESTMENT ADVISERS LLP
New Port Richey, FL
CRD#: 5844581
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Francesca Hope Streb
Francesca Hope StrebERNST & YOUNG INVESTMENT ADVISERS LLP

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 and FACET located in Hudson, Florida.

Francesca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Francesca has worked at 7 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.
The advisor shows no other business activity.

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
Current

May 28, 2026 - Present

FACET

RIA
CRD#: 285961
Hudson, 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.

BD
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

BD
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".
FA
FACET
FABRIC WEALTH | ONEK FINANCIAL, INC. | FACET WEALTH, INC, | FACET WEALTH, INC | FACET WEALTH | FACET

CRD#: 285961 / SEC#: 801-108767

RIA
Registered Investment Advisory firm - (12/15/2016 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)
IAR
Texas
(5/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/12/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/6/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/18/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/16/2011
General Securities Representative Examination

Current Firm

FA
FACET
FABRIC WEALTH | ONEK FINANCIAL, INC. | FACET WEALTH, INC, | FACET WEALTH, INC | FACET WEALTH | FACET

CRD#: 285961 / SEC#: 801-108767

RIA
Registered Investment Advisory firm - (12/15/2016 Approved)
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Contact information

Main Address
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411
Mailing Address
Phone number
(443) 376-6222
Established
Firm type
Fiscal year end
# of Employees
168

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts39,720
AUM (Assets Under Management)$ 6,037,907,630

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/29/2025
Cover Page
Report

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.

Company Information

FACET

CRD#: 285961New Port Richey, FL

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