William Ehrbar
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Ehrbar, who also goes by Bill Ehrbar, William Neil Ehrbar, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 2020. William had worked at 6 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 6, 2025 - September 18, 2026
ERNST & YOUNG INVESTMENT ADVISERS LLP
November 26, 2024 - April 24, 2025
FAMILY FINANCIAL
May 3, 2022 - November 8, 2023
J.P. MORGAN SECURITIES LLC
May 3, 2022 - November 8, 2023
J.P. MORGAN SECURITIES LLC
September 14, 2021 - January 31, 2022
KESTRA INVESTMENT SERVICES, LLC
March 30, 2021 - January 31, 2022
KESTRA ADVISORY SERVICES, LLC
February 3, 2020 - December 21, 2020
FISHER INVESTMENTS
Primary Firm SEC Registration
ERNST & YOUNG INVESTMENT ADVISERS LLP
CRD#: 110921 / SEC#: 801-48596
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 7TO
Passed: 9/13/2021
General Securities Representative ExaminationCurrent Firm
ERNST & YOUNG INVESTMENT ADVISERS LLP
CRD#: 110921 / SEC#: 801-48596
Contact information
SEC notice filing (52 States and Territories)
Red Flags
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