Kenneth ConiglioCRD Number: 4423253
Current Firm: Pwa Financial
Kenneth Coniglio (CRD# 4423253) is an Investment Advisor Representative working at Pwa Financial in Newtown, PA and has over 20 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Oppenheimer & Company Inc.
Blackrock Investment Management, LLC
|Pwa Financial, LLC||Newtown, PA||Jan 2013 - Current||9|
|Corestates Capital Advisors, LLC||Newtown, PA||Jan 2006 - Jan 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
Total Assets Under Management217MILLIONS
Total Number of Accounts855ACCOUNTS
Average Account Value$253,873
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NJ, NY, PA, TX
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