William Ehrbar

ERNST & YOUNG INVESTMENT ADVISERS LLP

Austin, TX 78701

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CRD#: 5961759

Professional summary

William Ehrbar, who also goes by Bill Ehrbar, William Neil Ehrbar, is a registered financial advisor currently at ERNST & YOUNG INVESTMENT ADVISERS LLP located in Austin, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. William has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Ehrbar | William Neil Ehrbar

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 William Ehrbar'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®

None

Experience

Current

June 6, 2025 - Present

ERNST & YOUNG INVESTMENT ADVISERS LLP

Office #1: 401 Congress Suite 3200, Austin, TX 78701

RIA

CRD#: 110921

Austin, TX

Past

November 26, 2024 - April 24, 2025

FAMILY FINANCIAL

RIA

CRD#: 316723

AUSTIN, TX

Past

May 3, 2022 - November 8, 2023

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

AUSTIN, TX

Past

May 3, 2022 - November 8, 2023

J.P. MORGAN SECURITIES LLC

CRD#: 79

AUSTIN, TX

Past

September 14, 2021 - January 31, 2022

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

March 30, 2021 - January 31, 2022

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Austin, TX

Past

February 3, 2020 - December 21, 2020

FISHER INVESTMENTS

RIA

CRD#: 107342

CAMAS, WA

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

Texas
(6/6/2025)

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

Series 63

Date: 11/5/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/3/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/13/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/29/2021

Securities Industry Essentials 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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Advisor Monitoring

Firm Stability Insights

William Ehrbar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Ehrbar's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAMILY FINANCIAL

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

FISHER INVESTMENTS

Primary Firm SEC Registration

ERNST & YOUNG INVESTMENT ADVISERS LLP

State Registrations and Notice Filings

Exams

Series 63

Date: 11/5/2021

Series 65

Date: 2/3/2020

Series 7TO

Date: 9/13/2021

SIE

Date: 6/29/2021

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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