Michael Conway (CRD# 5350912) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has over 13 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
First Citizens Investor Services | Raleigh, NC | Dec 2023 - Current | < 1 |
Svb Wealth LLC | San Francisco, CA | Apr 2022 - Current | 1 |
Svb Investment Services Inc. | San Francisco, CA | Apr 2022 - Current | 1 |
Silicon Valley Bank | San Francisco, CA | Jan 2017 - Mar 2023 | 6 |
Boston Private Wealth LLC | San Francisco, CA | Mar 2022 - Apr 2022 | < 1 |
Svb Wealth Advisory | San Francisco, CA | Jan 2017 - Apr 2022 | 5 |
Svb Securities | Palo Alto, CA | Jan 2012 - Jan 2017 | 5 |
Silicon Valley Bank | Palo Alto, CA | Nov 2011 - Jan 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
S63 | Uniform Securities State Law Examination | Oct 2020 |
- CA
- CO
- NV
- OR
- TX
- VA
-
Total Assets Under Management14,756MILLIONS
-
Total Number of Accounts11,180ACCOUNTS
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Average Account Value$1,319,838
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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