Michael ConwayCRD Number: 6848716
Current Firm: Vanguard Advisers, Inc.
Michael Conway (CRD# 6848716) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 3 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Dynamic Wealth Partners, LLC
|The Vanguard Group, Inc.||Scottsdale, AZ||Aug 2017 - Current||3|
|Sotheby's International Realty||Durango, CO||Sep 2015 - May 2017||1|
|Fort Lewis College||Durango, CO||Sep 2015 - May 2017||1|
|Fort Lewis College||Durango, CO||Sep 2013 - Apr 2017||3|
|Vantiv Integrated Payments||Durango, CO||May 2016 - Aug 2016||< 1|
|Fort Lewis College||Durango, CO||Sep 2013 - Sep 2015||2|
|Regensburg Ostbayerische Technische Hochschule||Regensburg,||Mar 2015 - Jun 2015||< 1|
|Rocky Mountain Chocolate Factory||Durango, CO||Aug 2013 - Mar 2015||1|
|Chili's Bar & Grill||Rio Rancho, NM||Jun 2011 - May 2013||1|
|V. Sue Cleveland High School||Rio Rancho, NM||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2017|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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