Michael G. Conaway

TRUSTED ADVISORS GROUP LLC

GREENBELT, MD 20770

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CRD#: 1474402

Professional summary

Michael Gary Conaway, CFP®, who also goes by Mike Conaway, is a registered financial advisor currently at TRUSTED ADVISORS GROUP LLC located in Greenbelt, Maryland.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michael has worked at 4 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Conaway

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) TRUSTEE OF NORA LEJINS ADMINISTRATIVE TRUST (DECEDENTS TRUST)- ADMINISTER DISPOSALOF ASSETS & DISTRIBUTIONS TO HEIRS AND CHARITABLE BENEFICIARIES- STARTED 03/2006 DATE OF DEATH- 4-8 HRS/MONTH 0 HRS DURING TRADING- NO OWNERSHIP- ESTIMATE $12000/ANNUAL IN FEES 2) TRUSTED ADVISORS GROUP, LLC- GREENBELT MD- SECURITIES RELATED- RIA ENTITY OFFERING FEE BASED MANAGED PORTFOLIOS THROUGH REFERRALS TO SMITH BARNEY- CPA PROGRAM- NO PARTICIPATION IN ACCOUNTS FOR WHICH I SERVE AS TRUSTEE- MANAGING MEMBER/PRESIDENT/CFP- 20-40 HRS/MONTH DURING TRADING HRS- 100%OWNERSHIP- EARN $50000/ANNUAL 3) FROBENIUS, CONAWAY & CO, PC- GREENBELT MD- NOT SECURITIES RELATED- CPA/CFP FIRM- ACCOUNTING, TAX & FINANCIAL PLANNING, TAX PREP, SERVE AS TRUSTEE FOR ILIT'S & GRAT'S & MANAGE FIRM OF APPROX 10 STAFF- PRES/MANAGING PRINCIPAL- STARTED 07/1993- 200 HRS/MONTH DURING TRADING- 100% OWNER- EARN $1 MILLION/ANNUAL

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gary Conaway's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

March 13, 2006 - Present

TRUSTED ADVISORS GROUP LLC

Office #1: 6411 Ivy Lane, Suite 308, Greenbelt, MD 20770

RIA

CRD#: 139558

GREENBELT, MD

Past

April 16, 2009 - September 30, 2009

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

GREENBELT, MD

Past

November 5, 2008 - September 30, 2009

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

GREENBELT, MD

Past

September 15, 2001 - February 3, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

March 24, 1999 - February 3, 2006

LEGG MASON WOOD WALKER, INCORPORATED

RIA

CRD#: 6555

GREENBELT, MD

Past

October 5, 1995 - September 15, 2001

HOWARD WEIL INCORPORATED

CRD#: 30958

NEW ORLEANS, LA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(3/13/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/4/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/4/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRUSTED ADVISORS GROUP LLC

CRD#: 139558 / SEC#:

Maryland

Registered Investment Advisory firm - (3/13/2006 Approved)

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Contact information

Main Address

6411 Ivy Lane Suite 308, Greenbelt, MD 20770

Mailing Address

Phone number

(301) 345-4000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael G. Conaway

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Gary Conaway's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUSTED ADVISORS GROUP LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

HOWARD WEIL INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 10/4/1995

Series 6

Date: 10/4/1995

Current Firm

TRUSTED ADVISORS GROUP LLC

Contact information

Documents

Red Flags

Company Information

TRUSTED ADVISORS GROUP LLC

TRUST BUT VERIFY

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