Michael Conaty, financial advisor Knoxville TN
83 score

Michael Conaty

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael G. Conaty
Phone Number: 901-818-6065
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    4,123
    MILLIONS
  • Total Number of Accounts
    4,572
    ACCOUNTS
  • Average Account Value
    $901,790
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
83

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