Erik
Clancy
Jefferies Investment Advisers LLC
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About this Advisor
Erik Clancy is a financial advisor based in New York, New York, working with Jefferies Investment Advisers LLC. Erik has previously held positions at Jefferies LLC, Russel House Tavern, Boston Sports Club, Renaissance Wealth Advisors, Massachusetts State House, Lincoln-Sudbury Regional High School, University Of Massachusetts Amherst, and Boston College. Erik has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Erik is part of Jefferies Investment Advisers LLC, which operates out of New York, New York. The firm has 7 offices and 144 employees. The firm manages assets totaling $3.1 billion and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Jefferies Investment Advisers LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jefferies Investment Advisers LLC Brokerage Details
$3,100,468,310
144
2,044
$1,516,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Erik Clancy Work History
Jefferies LLC
Jefferies LLC
Renaissance Wealth Advisors
Massachusetts State House
Boston College
Russel House Tavern
Boston Sports Club
University Of Massachusetts Amherst
Lincoln-Sudbury Regional High School
Disclosures
Please visit the SEC profile of Erik Clancy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jefferies Investment Advisers LLC
Miami, FL
New York, NY
Miami, FL
New York, NY
Miami, FL
New York, NY
New York, NY
New York, NY
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