Susan V. Conley
Professional summary
Susan Vignolo Conley, who also goes by Suzy Conley, Susan Margaret VIgnolo, is a registered financial advisor currently at WESTWOOD WEALTH MANAGEMENT located in Dallas, Texas.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Susan has worked at 5 firms and has passed the Series 65, Series 66, Series 7 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Susan Vignolo Conley's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2025 - Present
WESTWOOD WEALTH MANAGEMENT
Office #1: 200 Crescent Court Suite 1200, Dallas, TX 75201December 7, 2007 - March 26, 2009
INVESCO DISTRIBUTORS, INC.
October 6, 2004 - December 7, 2007
AT INVESTOR SERVICES, INC.
May 25, 2004 - November 3, 2004
ATLANTIC TRUST ADVISORS, INC.
June 30, 1999 - February 4, 2003
MORGAN STANLEY & CO. LLC
November 18, 1998 - February 4, 2003
MORGAN STANLEY & CO. LLC
Primary Firm SEC Registration
WESTWOOD WEALTH MANAGEMENT
CRD#: 132162 / SEC#: 801-63410
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/2025)
Exams
Current Firm
WESTWOOD WEALTH MANAGEMENT
CRD#: 132162 / SEC#: 801-63410
Contact information
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 490 |
| AUM (Assets Under Management) | $ 638,234,293 |
Red Flags
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Company Information
WESTWOOD WEALTH MANAGEMENT
CRD#: 132162Dallas, TX 75201TRUST BUT VERIFY
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