Michael Conway, financial advisor San Francisco CA

Michael Conway

CRD Number: 5350912
Current Firm: Svb Wealth

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.

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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
Contact Info for Michael J. Conway
Phone Number: 617-223-0200
Registered State(s):
  • CA
  • CO
  • NV
  • OR
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    14,756
    MILLIONS
  • Total Number of Accounts
    11,180
    ACCOUNTS
  • Average Account Value
    $1,319,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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