Canty Wealth Management
31yrs
Top advisor by experience in Ballston Spa
14yrs
Eric Snell
Financial advisor at Edward Jones
Eric Snell has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Ballston Spa, New York. Eric has been with Edward Jones since 2024; before that, Eric spent two years at Charles Schwab & CO. and four years at TD Ameritrade. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 13 advisors with offices in Ballston Spa, and one of 12 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 62% of advisors at Edward Jones
OfficeBallston Spa, NY
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowEdward JonesCurrent firm
- Mar 2022 – Jan 2024Charles Schwab & CO., Inc.Previously
- 2018 – 2022TD Ameritrade, Inc.Previously
- 2018 – 2023TD Ameritrade Investment Management, LLCPreviously
- Feb 2018 – Sep 2018Fisher InvestmentsPreviously
- 2013 – 2017Edward JonesPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Edward Jones at 314-515-2000 and ask for Eric Snell. Eric works from the Ballston Spa, NY office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2013, about 14 years. More experience than 62% of advisors at Edward Jones.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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