Marguerite Conroy, financial advisor Washington DC
88 score

Marguerite Conroy

CRD Number: 6152699
Current Firm: Ubs Financial Services Inc.

Marguerite Conroy (CRD# 6152699) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Wealth Management Washington, DC Jan 2013 - Current 3
Rural Coalition Washington, DC Jun 2012 - Jan 2013 < 1
College Of Charleston Charleston, SC Sep 2011 - May 2012 < 1
American Sustainable Business Council Washington, DC Jun 2011 - Aug 2011 < 1
College Of Charleston Charleston, SC Jan 2011 - Jun 2011 < 1
Stella Nova Charleston, SC Sep 2010 - Dec 2010 < 1
Stone Cardwell & Dinkin Richmond, VA Jun 2010 - Aug 2010 < 1
College Of Charleston Charleston, SC Aug 2009 - Jun 2010 < 1
P.f Changs Annapolis, MD May 2009 - Aug 2009 < 1
Education Severn, MD Mar 2003 - May 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Marguerite K. Conroy
Phone Number: 201-352-3000
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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