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Olof Tobias Henriksson

Ernst & Young Investment Advisers LLP

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About Olof Tobias Henriksson

Olof Henriksson is an Investment Advisor Representative at Ernst & Young Investment Advisers LLP. Olof is based in Tampa, Florida. Olof has over 20 years of experience in the financial services industry. Olof is a Certified Financial Planner. Olof has passed the Series 63, 65, and 66 exams. Olof's previous experience includes roles at Carillon Fund Distributors, Inc. and Raymond James & Associates, Inc.

Firm Information

Olof Henriksson 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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Olof Henriksson’s Registration & Firm History

FL

05/11/2020 - Present

Ernst & Young Investment Advisers LLP (Tampa FL)

FL

02/17/2015 - 05/22/2018

CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)

FL

04/05/2006 - 02/17/2015

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

12/14/1999 - 05/22/2002

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 09/13/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/30/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Olof Tobias Henriksson.
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