Zachary Adam Conway

Current Employers

Employment History

• 12/2015 → 12/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 12/2016 → 09/2018
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 09/2018 → 11/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2018 → Present
  Summit Financial, Llc
  Parsippany, NJ
• 12/2018 → 06/2020
  Seeds Investor, Llc
  New York, NY
• 06/2020 → Present
  Seeds Investor, Llc
  New York, NY

Previous Registrations

• 2016-12-12 → 2018-12-27
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
• 2016-12-14 → 2018-09-20
  Summit Financial Resources Inc
  Parsippany, NJ

Other Businesses

(1) Offers insurance as a broker or agent through numerous insurance companies. Some sales are through SRM, an affiliated company which is licensed to sell various insurance products. Mr. Conway earns both cash and non-cash compensation based on sales of these products. (2) Mr. Conway is a contributor for Forbes online. He writes and publishes personal finance related content on the Forbes platform; he began this outside business activity on 2/17/17. Forbes will compensate contributors based on page views per month; Mr. Conway devotes 5 hours per month to this outside business activity, none during securities trading hours. (3) Summit Financial, LLC a SEC Registered Investment Advisor (RIA), located at 4 Campus Drive, Parsippany NJ; start date 11/1/18; investment advisor representative (RA) offering financial planning and investment advisory products and services. (4) Seeds/Seeds Investor, LLC: Investment related. Founder/CEO, live a/o 9/27/2019; live as an RIA 6/2020; Duties include oversight and management of all aspects of business operations; 43 West 23rd Street, New York, NY 10010; devotes 100 hours per month; 80 hours during securities trading hours. live as of 6/2020. Mr. Conway became a registered investment advisor (IAR) with SEEDS Investor, LLC - 3/2021. (5) Mr. Conway is the Co-Founder of The Life & Wealth Network, a non-investment related outside business activity located at 10 Chilton Street, Bernardsville NJ, 07924; start-up 1/21/20. The Life & Wealth Network is a B2B subscription service that provides financial advisors with a curated, branded list of service providers to make available to high end clients. This network includes platforms and services that help clients in various parts of life outside of traditional financial planning. Compensation may come from adding Summit and other IAs as clients. Mr. Conway may devote 40 hours per month to this activity, 10 hours during security trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-08

Other Names

• Zachary A Conway