Matthew Conroy, financial advisor Cary NC

Matthew Conroy

CRD Number: 4907915
Current Firm: Charles Schwab & Company, Inc.

Matthew Conroy (CRD# 4907915) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cary, NC and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Cary, NC Sep 2023 - Current < 1
Charles Schwab Bank, Ssb Cary, NC Sep 2023 - Current < 1
Td Ameritrade Investment Management, LLC Cary, NC Jun 2015 - Sep 2023 8
Td Ameritrade, Inc. Cary, NC Jun 2014 - Sep 2023 9
Amerivest Investment Management, LLC Short Hills, NJ Jun 2014 - Jun 2015 1
Pnc Bank Bedmister, NJ Apr 2012 - May 2014 2
Pnc Investments Raritan, NJ Oct 2007 - May 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Matthew J. Conroy
Phone Number: 415-667-7000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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, 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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