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Matthew Conroy

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

Professional summary

Matthew Conroy is a registered financial advisor currently at CONROY CAPITAL LLC located in Bensalem, Pennsylvania.

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

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Conroy'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®
None

Experience

Current

November 5, 2025 - Present

CONROY CAPITAL LLC

RIA
CRD#: 338896
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

CC
CONROY CAPITAL LLC
CONROY CAPITAL LLC

CRD#: 338896 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (11/5/2025 Approved)
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Contact information

Main Address
Bensalem, PA
Mailing Address
Phone number
(215) 205-2989
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts43
AUM (Assets Under Management)$ 1,326,180

Red Flags

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.

Company Information

CONROY CAPITAL LLC

CRD#: 338896Bensalem, PA

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