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IB

Ivan Bondarenko

ERNST & YOUNG INVESTMENT ADVISERS LLP
Lakeland, FL
Some features on this profile are disabled
CRD#: 7383243
IB

Professional summary

Ivan Bondarenko is a registered financial advisor currently at ERNST & YOUNG INVESTMENT ADVISERS LLP located in Lakeland, Florida.

Ivan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ivan has worked at 2 firms and has passed the Series 65, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Western & Southern Life - No - Lakeland, FL - Full-time Sales Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ivan Bondarenko'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 5, 2023 - Present

ERNST & YOUNG INVESTMENT ADVISERS LLP

Office #2: 201 N Franklin Street Ste 2400, Tampa, FL 33602
RIA
CRD#: 110921
Lakeland, FL
Past

April 27, 2022 - June 13, 2022

W&S BROKERAGE SERVICES, INC.

RIA
CRD#: 8099
Lakeland, FL
Past

July 1, 2021 - June 13, 2022

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
Lakeland, 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
(6/5/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/26/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/1/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/10/2021
Securities Industry Essentials Examination

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 110921Lakeland, FL

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