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AA

Amanda N. Almorado

ERNST & YOUNG INVESTMENT ADVISERS LLP
Tampa, FL 33602
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CRD#: 6364364
AA

Professional summary


Amanda Noel Almorado, CFP®, who also goes by Amanda Almorado, Amanda Noel Blanco, is a registered financial advisor currently at ERNST & YOUNG INVESTMENT ADVISERS LLP located in Tampa, Florida.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Amanda has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Amanda Almorado | Amanda Noel Blanco

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.
*Fixed Insurance; Life, Annuities, DI, LTC, Health; 08/18/16 FIXED BROKER- OFFERING PRODUCTS INCLUDING LIFE INSURANCE, HEALTH INSURANCE, DISABILITY, FIXED ANNUITITES, ETC.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Amanda Noel Almorado'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®

Experience


Current

June 20, 2018 - Present

ERNST & YOUNG INVESTMENT ADVISERS LLP

Office #1: 201 North Franklin Street Suite 2400, Tampa, FL 33602
RIA
CRD#: 110921
Tampa, FL
Past

August 19, 2016 - April 5, 2018

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
Tampa, FL
Past

August 17, 2016 - April 5, 2018

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Tampa, FL
Past

February 18, 2016 - July 29, 2016

FIRST COMMAND ADVISORY SERVICES

RIA
CRD#: 281958
FORT WORTH, TX
Past

May 30, 2015 - July 29, 2016

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
TAMPA, 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".
E&
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
(6/20/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/12/2015
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


E&
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)


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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.

Company Information


ERNST & YOUNG INVESTMENT ADVISERS LLP

CRD#: 110921Tampa, FL 33602

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