MM
Michael C. Mcconahy
ETHOS FINANCIAL GROUP
King Of Prussia, PA 19406
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CRD#: 5587133
MM
Professional summary
Michael Charles Mcconahy, who also goes by Michael Mcconahy, is a registered financial advisor currently at ETHOS FINANCIAL GROUP, LLC located in King Of Prussia, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Mcconahy
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. NAME OF BUSINESS: FS Group, LLC (formerly CORRECTION OFFICERS ASSOCIATION AGENCY); name change effective March, 2019, 1942 MONTEREY DRIVE, MECHANICSBURG, PA 17050 717-648-0240. EMAIL SEPARATE FROM PERSONAL EMAIL: NO. THIS BUSINESS IS AN LLC. NATURE OF BUSINESS: INSURANCE AGENCY. TITLE/POSITION: INSURANCE. DUTIES OF YOUR POSITION: LIFE INSURANCE SALES. APPROX # HRS PER MONTH DEVOTED TO THIS ACTIVITY: 4 HRS. APPROX # HRS PER SECURITIES TRADING HRS: 4 PER MONTH. DATE ACTIVITY STARTED: 08/01/2017. FINANCIAL INTEREST IN BUSINESS: YES, 50% SHAREHOLDER. COMPENSATION: SHARE OF PROFITS OF LLC. 2. CRACKED POT COFFEE SHOP, 130 GETTYSBURG PIKE UNIT A, MECHANICSBURG, PA 17055. 717-991-4276. CHARITABLE ORGANIZATION. NATURE OF BUSINESS: NON-PROFIT COFFEE SHOP FOR DISADVANTAGED YOUTH. INVESTMENT RELATED: NO. TITLE/POSITION: BOARD OF DIRECTORS/TREASURER. DUTIES: MONTHLY TREASURER REPORT, MENTOR YOUTH, NO CHECK WRITING AUTHORITY. APPROX # HRS PER MONTH: 2. HOURS DURING SECURITIES TRADING: 0. STARTED: 12/1/2017. NO FINANCIAL INTEREST. NO COMPENSATION 3. NAME OF BUSINESS: RENTAL PROPERTY, 5010 KENWOOD AVENUE, BALTIMORE, MD 21206. PHONE: 717-712-8011. NO SEPARATE EMAIL. NATURE OF BUSINESS: RENTAL PROPERTY. INVESTMENT RELATED: NO. TITLE/POSITION: JOINT OWNER. APPROX # OF HRS PER MONTH DEVOTE TO ACTIVITY: 1. # OF HOURS DURING SECURITIES TRADING HOURS: 0. DATE ACTIVITY STARTED: 04/2009. FINANCIAL INTEREST: YES, JOINT OWNER WITH WIFE. COMPENSATION: RENTAL PAYMENTS. 4. INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2024, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS
CRS (Client Relationship Summary) - RIA
Click below to view Michael Charles Mcconahy'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®
NoneExperience
Current
August 28, 2022 - Present
ETHOS FINANCIAL GROUP, LLC
Office #1: 2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406RIA
CRD#: 321748
King Of Prussia, PA
Past
July 14, 2016 - December 31, 2019
MERCAP SECURITIES, LLC
BD
CRD#: 156607
ATLANTA, GA
Past
May 13, 2016 - August 26, 2022
ALMANACK INVESTMENT PARTNERS
RIA
CRD#: 282428
Harrisburg, PA
Past
September 11, 2015 - May 23, 2016
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Harrisburg, PA
Past
August 27, 2015 - May 13, 2016
SEVENBRIDGE FINANCIAL GROUP, LLC
RIA
CRD#: 281037
HARRISBURG, PA
Past
November 21, 2008 - September 3, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LEMOYNE, PA
Past
November 10, 2008 - September 3, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LEMOYNE, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EF
ETHOS FINANCIAL GROUP, LLC
AB GROUP | VERITY WEALTH ADVISORS | PETERS WEALTH ADVISORS | MICHAEL MALONE INVESTMENT ADVISORY | MARSINI ESTATE & WEALTH | JAMES W. JUDGE IV | FRONT STREET FINANCIAL | ETHOS FINANCIAL GROUP, LLC | ETHOS FAMILY OFFICE | CHAPWOOD INVESTMENTS | ASCENDANT 360 | ALPHA WHISKEY
CRD#: 321748 / SEC#: 801-125779
RIA
Registered Investment Advisory firm - (6/2/2022 Approved)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
Pennsylvania(8/28/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EF
ETHOS FINANCIAL GROUP, LLC
AB GROUP | VERITY WEALTH ADVISORS | PETERS WEALTH ADVISORS | MICHAEL MALONE INVESTMENT ADVISORY | MARSINI ESTATE & WEALTH | JAMES W. JUDGE IV | FRONT STREET FINANCIAL | ETHOS FINANCIAL GROUP, LLC | ETHOS FAMILY OFFICE | CHAPWOOD INVESTMENTS | ASCENDANT 360 | ALPHA WHISKEY
CRD#: 321748 / SEC#: 801-125779
RIA
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Contact information
Main Address
2200 Renaissance Blvd Suite 340, King Of Prussia, PA 19406
Mailing Address
Phone number
(484) 889-7270
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,935 |
| AUM (Assets Under Management) | $ 1,576,974,645 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
