Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Conway is a financial advisor with over 30 years of experience in the financial services industry. Mark has been registered with Snowden Capital Advisors LLC since May 2022, serving clients in Connecticut, New Jersey, New York, Ohio, and Vermont. Prior to that, Mark was employed by Fieldpoint Private Securities, LLC in Westport, Connecticut, and Morgan Stanley Smith Barney in Florham Park, New Jersey. Mark has a wide range of experience in financial planning, portfolio management, and pension consulting. He is committed to providing his clients with personalized advice and strategies that meet their unique financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
01/01/2025 - Present
Snowden Capital Advisors LLC (Morristown NJ)
NY
09/25/2012 - 05/10/2022
FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)
NJ
06/01/2009 - 09/27/2012
MORGAN STANLEY SMITH BARNEY (FLORHAM PARK NJ)
NJ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NY
01/23/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1990
Series 3 - National Commodity Futures Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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