Thomas Blakely Conway
AIF®, CFP®, CIMA®, CPWA®Professional Summary
Thomas Blakely Conway, AIF®, CFP®, CIMA®, CPWA® was a registered financial advisor. Thomas was a previously registered financial professional and started their career in finance 1996 - 2024. Thomas had worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Business Services
Biography
Thomas B. Conway, JD CFP®, AIF®, CTFA® CIMA®, CPWA®, CLU® RICP®, CRC®, CAP®, CPO®, President & Founder of the Connemara Group http://connemara.com is a member of the following professional organizations: American Bar Association International Bar Association Maryland State Bar Association District of Columbia Bar Association District of Columbia Estate Planning Council Northern Virginia Estate Planning Council Investment Management Consultants Association (IMCA) National Association of Personal Financial Advisors (NAPFA) Financial Planning Association of the NCA Garrett...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
PINE HARBOR WEALTH MANAGEMENT LLC
Contact Information
Main Address
8280 Willow Oaks Corporate Drive Suite 600, Fairfax, VA 22031Phone Number
(703) 589-9100# of Employees
2SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
652AUM (Assets Under Management)
$507,085,498Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
PINE HARBOR WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Thomas
- Retirement Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Business Services
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