George Andrew Conway

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 09/2019
  Charles Carroll Financial Partners
  Kingston, MA
• 07/2022 → 03/2024
  Charles Carroll Financial Partners, Llc
  Kingston, MA
• 08/2016 → 08/2022
  St. Sebastian's School
  Needham, MA
• 03/2024 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2022-08-10 → 2024-03-18
  Charles Carroll Financial Partners, Llc
  Needham, MA
• 2015-08-21 → 2019-09-23
  Charles Carroll Financial Partners, Llc
  Needham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-17