Samuel Conway (CRD# 7184905) is an Investment Advisor Representative working at S Conway Consulting, LLC in Ithaca, NY and has over 4 years of experience in the finance industry. Samuel Conway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4176455
Morgan Stanley
CRD# 4403569
Moors & Cabot, Inc.
CRD# 5929634
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| S Conway Consulting LLC | Ithaca, NY | Mar 2018 - Current | 6 |
| School Professionals | New York, NY | Jun 2016 - Mar 2018 | 1 |
| Nyc Department Of Education | New York, NY | Sep 2011 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- CA
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, NY
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