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Matthew Conroy

BENSALEM, PA
Some features on this profile are disabled
CRD#: 7916824
MC

Professional summary

Matthew Conroy was a registered financial advisor .

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matthew had worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 - 03/2025 - Pro Football Focus - Outside/W-2 Employment - Not Inv Related - 16 Hours/Month - NJ 08736 - OBA Start Date: 05/09/2023. 2 - Licensed insurance agent 3 - 04/2025 - Fortis Group Advisors LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 03/12/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Fortis Group Advisors LLC, an independent investment advisor firm. I started this business activity in 03/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 5, 2025 - Present

BENSALEM, PA
Past

June 17, 2025 - November 3, 2025

FORTIS GROUP ADVISORS LLC

RIA
CRD#: 290427
Manasquan, NJ
Past

March 18, 2025 - November 4, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
MANASQUAN, NJ
Past

November 14, 2024 - February 7, 2025

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
FORT MILL, SC
Past

November 14, 2024 - February 7, 2025

LPL ENTERPRISE, LLC

BD
CRD#: 8733
FORT MILL, SC
Past

October 28, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Warrington, PA
Past

June 28, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Warrington, PA

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
(11/5/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/26/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/28/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/8/2024
Securities Industry Essentials Examination

Current firm

No current employment

Red Flags

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Company Information

No current employment

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