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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-22-2019
- Office Locations
- 1
Office Locations
About S Conway Consulting, LLC
Conway Financial Planning (S Conway Consulting LLC) is a New York-based, fee-only RIA providing personalized financial planning and wealth management. Services include portfolio management (self-directed or full-service), tax-focused planning, education funding, insurance, retirement, and legacy/charitable planning. The firm emphasizes fiduciary, commission-free advice and tax-efficient investing, with portfolios commonly implemented using funds and ETFs (often custodied at Schwab).
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Owner & Executives
Samuel Eric Levy Conway
Chief Compliance Officer, Managing Member
- CRD
- #7184905
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,084,234 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,084,234 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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