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Eric Lee Conry

Fidelity Brokerage Services LLC

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About Eric Lee Conry

Eric Conry is a financial advisor with over 17 years of experience in the industry. Eric is currently registered with Fidelity Brokerage Services LLC and has previously worked for ALPS Distributors, Inc., ALPS Portfolio Solutions Distributor, Inc., Northstar Securities, LLC, OppenheimerFunds Distributor, Inc., Transamerica Capital, Inc., J.P. Morgan Institutional Investments Inc., and Chase Investment Services Corp. Eric holds Series 6, 7, 63, and 66 securities licenses.

Firm Information

Eric Conry is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Eric Conry’s Registration & Firm History

RI

06/06/2021 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

CO

01/02/2019 - 04/26/2021

ALPS DISTRIBUTORS, INC. (DENVER CO)

CO

03/27/2018 - 12/31/2018

ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)

CO

09/06/2016 - 02/22/2018

NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)

CO

04/13/2015 - 09/09/2016

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

CO

05/15/2012 - 03/09/2015

TRANSAMERICA CAPITAL, INC. (DENVER CO)

CO

07/27/2010 - 05/14/2012

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)

CO

03/20/2007 - 12/31/2010

CHASE INVESTMENT SERVICES CORP. (ENGLEWOOD CO)

CO

08/09/2005 - 03/20/2007

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 05/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/13/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/08/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Eric Lee Conry.
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