Erik
Clancy
Jefferies Investment Advisers LLC
Answer a few questions and
get matched with an advisor.
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
New York, NY
Chicago, IL
Miami, FL
Miami, FL
Miami, FL
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
