Conway Morgan, Inc.
Conway Morgan, Inc. (CRD# 133699) is a financial advisory firm headquartered in , . They manage $2,675,244 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$157,367
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bryan Girgenti (CRD# 2698335) is an Investment Advisor Representative working at Conway Morgan, Inc. in Altamonte Springs, FL and has over 19 years of experience in the finance industry. Bryan Girgenti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.