Erin Clancy, financial advisor Lake Katrine NY

Erin Clancy

CRD Number: 6749843
Current Firm: Edward Jones

Erin Clancy (CRD# 6749843) is an Investment Advisor Representative working at Edward Jones in Lake Katrine, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2019 - Current 2
Edward Jones Poughkeepsie, NY Jan 2017 - Jan 2019 2
Jeanette Gordon Poughkeepsie, NY Feb 2015 - Jan 2017 1
Clancy's Cafe And Creamery Hyde Park, NY May 2013 - Feb 2015 1
Pet Pro Hopewell Junction, NY May 2011 - Nov 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Erin M. Clancy
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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