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Daryl Lee Ewick

Ernst & Young Investment Advisers LLP

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About Daryl Lee Ewick

Daryl Lee Ewick is a financial advisor registered with Ernst & Young Investment Advisers LLP. Daryl has been in the financial services industry since 2000 and has extensive experience working with various clients, including individuals and corporations. Daryl offers a variety of services, including financial planning, educational seminars and publication of periodicals. Daryl holds the Series 7, 63 and 66 licenses and is also a Certified Financial Planner. Daryl is based in Anderson, Indiana.

Firm Information

Daryl Ewick is currently registered with Ernst & Young Investment Advisers LLP. Ernst & Young Investment Advisers LLP is an investment advisor based in SECAUCUS, NJ. They provide financial planning, educational seminars and publication of periodicals. They primarily serve corporations or other businesses and have 37 clients of this type. They have 160 employees and do not have any regulatory assets under management.
Ernst & Young Investment Advisers LLP

200 PLAZA DRIVE

SECAUCUS, NJ 07094

Not reported

Assets Under Management

37

Total Clients

134

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Daryl Ewick’s Registration & Firm History

IN

09/13/2023 - Present

Ernst & Young Investment Advisers LLP (Anderson IN)

IN

07/20/2000 - 08/09/2019

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

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Licenses & Designations

BOTH

Issued 03/21/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/02/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daryl Lee Ewick.
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