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Michael Conroy

PNC Investments

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About Michael Conroy

Michael Conroy is a registered representative with PNC Investments, located in Orlando, FL. Michael has been working in the financial industry since 2018. Michael holds Series 63, 7, 9, 10, 24, and SIE licenses, and is registered in the state of Florida. Previously, Michael was employed with Robinhood Financial, LLC, and Charles Schwab & Co., Inc. Michael’s areas of expertise include investment management, portfolio management, and selection of other advisors.

Firm Information

Michael Conroy is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Conroy’s Registration & Firm History

FL

11/12/2024 - Present

PNC Investments (Orlando FL)

FL

04/08/2019 - 06/30/2023

ROBINHOOD FINANCIAL, LLC (Lake Mary FL)

FL

03/30/2018 - 04/02/2019

CHARLES SCHWAB & CO., INC. (Orlando FL)

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Licenses & Designations

BC

Issued 04/06/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/16/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/31/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Conroy. Review regulatory record here.
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