Conway Investment Research, LLC

Conway Investment Research, LLC (CRD# 154659) is a financial advisory firm headquartered in Saint Louis, MO. They manage $522,927,420 in 4 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    523
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $130,731,855
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, MO

Financial Advisors at Conway Investment Research, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Michael G. Mileusnic
CRD#: 6320285
165 North Meramec, Suite 210, Saint Louis, MO 63105
95
Wealthminder
score

Michael Mileusnic (CRD# 6320285) is an Investment Advisor Representative working at Conway Investment Research, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.

2
Richard D. Baur
CRD#: 2821749
165 N. Meramec, Saint Louis, MO 63105
93
Wealthminder
score

Richard Baur (CRD# 2821749) is an Investment Advisor Representative working at Conway Investment Research, LLC in Saint Louis, MO and has over 20 years of experience in the finance industry.

3
Jeremy E. Bell
CRD#: 2941943
165 North Meramec, Suite 210, Saint Louis, MO 63105
93
Wealthminder
score

Jeremy Bell (CRD# 2941943) is an Investment Advisor Representative working at Conway Investment Research, LLC in Saint Louis, MO and has over 20 years of experience in the finance industry.

4
Stephen M. Braeckel
CRD#: 4251070
165 North Meramec, Suite 210, Saint Louis, MO 63105
93
Wealthminder
score

Stephen Braeckel (CRD# 4251070) is an Investment Advisor Representative working at Conway Investment Research, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.

5
Thomas S. Margulis
CRD#: 3150266
165 N. Meramec, Clayton, MO 63105
93
Wealthminder
score

Thomas Margulis (CRD# 3150266) is an Investment Advisor Representative working at Conway Investment Research, LLC in Clayton, MO and has over 13 years of experience in the finance industry.

6
Roger L. Brown
CRD#: 6583167
165 North Meramec, Suite 210, Saint Louis, MO 63105
90
Wealthminder
score

Roger Brown (CRD# 6583167) is an Investment Advisor Representative working at Conway Investment Research, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.

7
Warren C. Holmes
CRD#: 6724038
165 North Meramec, Suite 210, Saint Louis, MO 63105
90
Wealthminder
score

Warren Holmes (CRD# 6724038) is an Investment Advisor Representative working at Conway Investment Research, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.

8
Zachary M. Ackerman
CRD#: 6566628
165 North Meramec, Suite 210, Saint Louis, MO 63105
89
Wealthminder
score

Zachary Ackerman (CRD# 6566628) is an Investment Advisor Representative working at Conway Investment Research, LLC in Saint Louis, MO and has over 2 years of experience in the finance industry.

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