Sandra Conroy, financial advisor Greenwood Village CO
93 score

Sandra Conroy

CRD Number: 1393242
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sandra Conroy (CRD# 1393242) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenwood Village, CO and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Greenwood Village, CO Jul 2017 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwood Village, CO Jun 2017 - Current < 1
Ubs Financial Services Inc. Littleton, CO Jul 2013 - Jun 2017 3
Ubs Financial Services Inc. Littleton, CO Aug 2006 - Jul 2013 6
Piper Jaffray & Company Littleton, CO Aug 2004 - Jul 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Sandra L. Conroy
Phone Number: 800-637-7455
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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