Erin Thaete (CRD# 6946907) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 5 years of experience in the finance industry.
CRD# 4263187
Edward Jones
CRD# 2653237
Securities America Advisors, Inc.
CRD# 5061678
Key Investment Services LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Sep 2021 - Current | 2 |
| Lpl Financial LLC | Ithaca, NY | Jun 2021 - Sep 2021 | < 1 |
| M&t Securities | Ithaca, NY | Mar 2020 - Sep 2021 | 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Jun 2018 - Mar 2020 | 1 |
| Unemployed | Watkins Glen, NY | Mar 2018 - Jun 2018 | < 1 |
| Jonathan Beach, Do Pllc | Plattsburgh, NY | Jan 2017 - Mar 2018 | 1 |
| Lilly Usa | Indianapolis, IN | Feb 2006 - Jan 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- NY
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
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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