Peter Conway (CRD# 4058470) is an Investment Advisor Representative working at Bny Mellon Advisors, Inc. in Pennington, NJ and has over 23 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Bny Mellon Advisors, Inc. | Pennington, NJ | Jun 2023 - Current | < 1 |
Bny Mellon Securities Corporation | Prosper, TX | May 2023 - Current | 1 |
Pershing LLC | Prosper, TX | Aug 2021 - Current | 2 |
Lockwood Advisors | Pennington, NJ | Aug 2021 - Jun 2023 | 1 |
Fidelity Brokerage Services LLC | Westlake, TX | Nov 2018 - Jul 2021 | 2 |
Uber | Plano, TX | Aug 2016 - Nov 2018 | 2 |
Usaa Financial Advisor, Inc. | Addison, TX | Jun 2018 - Oct 2018 | < 1 |
Usaa Investment Management Company, Inc. | Addison, TX | Jun 2018 - Oct 2018 | < 1 |
Usaa/areotek | Irving, TX | Jun 2018 - Oct 2018 | < 1 |
Apx Energy, Inc. | Buffalo, NY | Sep 2017 - Jun 2018 | < 1 |
Jcc Advisors LLC | Laguna Niguel, CA | Sep 2017 - Jun 2018 | < 1 |
Morgan Stanley Private Bank, N.a. | New York, NY | Oct 2016 - Sep 2017 | < 1 |
Morgan Stanley | Plano, TX | Aug 2016 - Sep 2017 | 1 |
National Records Centers | Dallas, TX | Mar 2016 - Jul 2016 | < 1 |
Jcc Advisors, LLC | Pasadena, CA | Jul 2014 - Mar 2016 | 1 |
Apx Energy, LLC | Denton, TX | Jul 2014 - Mar 2016 | 1 |
Select Capital Corporation | San Juan Capistrano, CA | Mar 2013 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2000 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
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- DE
- DC
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- HI
- ID
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- IN
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- ME
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- MA
- MI
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- NE
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- NJ
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- NC
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Total Assets Under Management19,690MILLIONS
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Total Number of Accounts103,756ACCOUNTS
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Average Account Value$189,769
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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