Michael ConatyCRD Number: 3083149
Current Firm: Ftb Advisors, Inc.
Michael Conaty (CRD# 3083149) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Knoxville, TN and has over 18 years of experience in the finance industry.
Retirement Planning Services, LLC
Cw Securities, LLC
Ameriprise Financial Services, Inc.
|Ftb Advisors, Inc.||Knoxville, TN||Oct 2013 - Current||3|
|First Tennessee Brokerage||Knoxville, TN||Oct 2001 - Current||15|
|First Tennessee||Knoxville, TN||Sep 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
- Customer Dispute
Total Assets Under Management4,123MILLIONS
Total Number of Accounts4,572ACCOUNTS
Average Account Value$901,790
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI