Edward B. Conroy
Professional summary
Edward Bernard Conroy, who also goes by Edward B Conroy, is a registered financial professional currently at FINALIS SECURITIES LLC located in New York, New York.
Edward is registered as a RR (Registered Representative) and started their career in finance in 2023. Edward has worked at 4 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Edward Bernard Conroy's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2025 - Present
FINALIS SECURITIES LLC
Office #1: 228 Park Ave South Suite 85550, New York, NY 10003October 23, 2024 - March 3, 2025
PAULSON INVESTMENT COMPANY LLC
July 17, 2024 - September 10, 2024
VNTR SECURITIES LLC
May 15, 2023 - April 11, 2024
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/16/2025)
Exams
Series 7TO
Date: 5/15/2023
General Securities Representative ExaminationFINRA
Current Firm
FINALIS SECURITIES LLC
CRD#: 305908 / SEC#: , 8-70425
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FINALIS, INC. | HOLDING COMPANY | |
| AZARY, DENNIS MICHAEL | CEO/CCO/FINOP | 2384263 |
Red Flags
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