Michael McConahyCRD Number: 5587133
Current Firm: Almanack Investment Partners
Michael McConahy (CRD# 5587133) is an Investment Advisor Representative working at Almanack Investment Partners in Harrisburg, PA and has over 9 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
Msi Financial Services, Inc.
|Mercap Securities, LLC||Paoli, PA||Jul 2016 - Current||1|
|Almanack Investment Partners||Conshohocken, PA||May 2016 - Current||1|
|Sevenbridge Financial Group, LLC||Harrisburg, PA||Sep 2015 - May 2016||< 1|
|Purshe Kaplan Sterling Investments||Albany, NY||Sep 2015 - May 2016||< 1|
|Wells Fargo Advisors, LLC||Lemoyne, PA||May 2009 - Aug 2015||6|
|Wells Fargo Advisors, LLC||Lemoyne, PA||Nov 2008 - Aug 2015||6|
|Wachovia Securities, LLC||Lemoyne, PA||Jul 2008 - May 2009||< 1|
|Prudential Ridgeway Realty||Baltimore, MD||Jun 2007 - Jul 2008||1|
|Actuary Associate||Baltimore, MD||Mar 2001 - Jul 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management450MILLIONS
Total Number of Accounts980ACCOUNTS
Average Account Value$459,184
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, LA, MD, OH, PA, TX, VA
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