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Ivan Richard Lehon

Ernst & Young Capital Advisors, LLC

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About Ivan Richard Lehon

Ivan Richard Lehon is a financial professional with over 13 years of experience in the industry. Ivan has a strong background in investment banking and securities, having passed the Series 7, 24, 63, 79TO, and SIE exams. Ivan is currently registered with Ernst & Young Capital Advisors, LLC. Prior to joining Ernst & Young Capital Advisors, LLC, Ivan was with Orama Securities, Inc. Ivan is licensed to provide financial services in Connecticut, District of Columbia, Florida, Indiana, Iowa, Massachusetts, Minnesota, Missouri, New Jersey, New York, Ohio, Pennsylvania, Tennessee, Texas and Virginia.

Firm Information

Ivan Lehon is currently registered with Ernst & Young Capital Advisors, LLC. Ernst & Young Capital Advisors, LLC is a Limited Liability Company formed on November 6, 2009. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

31

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.

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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Ivan Lehon’s Registration & Firm History

NY

07/16/2010 - Present

Ernst & Young Capital Advisors, LLC (New York NY)

NY

07/03/2000 - 11/07/2001

ORAMA SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/02/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ivan Richard Lehon.
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