Erica Snowberger, financial advisor Vero Beach FL

Erica Snowberger

CRD Number: 6588025
Current Firm: Fidelity Personal And Workplace Advisors

Erica Snowberger (CRD# 6588025) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Vero Beach, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Vero Beach, FL Nov 2015 - Current 6
Independence Realty Of America Vero Beach, FL Oct 2014 - Nov 2015 1
Azzly Emr/ehr Vero Beach, FL Jul 2015 - Sep 2015 < 1
Ohle & Ohle Attorneys At Law Fort Pierce, FL Jun 2014 - Sep 2014 < 1
Burrows Burleson Tennis Center Blacksburg, VA Dec 2011 - May 2014 2
The Inn At Virginia Tech Blacksburg, VA Sep 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Erica J. Snowberger
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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