Michael McConahy, financial advisor Conshohocken PA
93 score

Michael McConahy

CRD Number: 5587133
Current Firm: Almanack Investment Partners

Michael McConahy (CRD# 5587133) is an Investment Advisor Representative working at Almanack Investment Partners in Conshohocken, PA and has over 8 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Conshohocken PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Jeffrey Jones, financial advisor Conshohocken PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Conshohocken PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Mercap Securities, LLC Paoli, PA Jul 2016 - Current < 1
Almanack Investment Partners West Conshohocken, PA May 2016 - Current < 1
Sevenbridge Financial Group, LLC Harrisburg, PA Sep 2015 - May 2016 < 1
Purshe Kaplan Sterling Investments Albany, NY Sep 2015 - May 2016 < 1
Wells Fargo Advisors, LLC Lemoyne, PA May 2009 - Aug 2015 6
Wells Fargo Advisors, LLC Lemoyne, PA Nov 2008 - Aug 2015 6
Wachovia Securities, LLC Lemoyne, PA Jul 2008 - May 2009 < 1
Prudential Ridgeway Realty Baltimore, MD Jun 2007 - Jul 2008 1
Actuary Associate Baltimore, MD Mar 2001 - Jul 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Michael C. McConahy
Phone Number: 3109241970
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    425
    MILLIONS
  • Total Number of Accounts
    470
    ACCOUNTS
  • Average Account Value
    $904,255
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

DE, LA, PA

Ready to hire a financial advisor? Get competitive proposals from Michael McConahy and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.