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Garrett Terence Conley

Invesco Advisers, Inc.

Mount Pleasant, SC

CRD 6674005

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Employer firm

Invesco Advisers, Inc. CRD 105360

$750B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS

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

Current Employers
Invesco Advisers, Inc.

1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-10-13
  • TX RA
    APPROVED
    Since 2017-10-13

Branch Locations

Mount Pleasant, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Institutional Services Company, Inc. Smithfield RI 06/2016 09/2017
Invesco Distributors, Inc. Altanta GA 09/2017 Present
  • 06/2016 → 09/2017
    Fidelity Investments Institutional Services Company, Inc.
    Smithfield, RI
  • 09/2017 → Present
    Invesco Distributors, Inc.
    Altanta, GA
Other Businesses

(1) GARRETT CONLEY - SOLE PROPRIETORSHIP; NOT INVESTMENT RELATED; 1372 CALASH AVE, BIRMINGHAM, AL 35213, USA, 603-630-6363; REAL ESTATE APARTMENT RENTALS; OWNER OF RENTAL PROPERTY; START: 10/2020; 01 OR 02HRS/MO, NOT DURING TRADING HOURS; OWNER OF ONE UNIT. (2) GARRETT CONLEY SOLE PROPRIETORSHIP; NOT INVESTMENT RELATED; 656 COLEMAN BLVD, UNIT 403, MOUNT PLEASANT, SOUTH CAROLINA 29464, USA; LONG TERM RENTAL; OWNER; START: 08/2023; 01 HR/MO AND NOT DURING TRADING HOURS; OWNER OF PROPERTY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-11
S63 Uniform Securities Agent State Law Examination 2016-09-23
  • S66 Uniform Combined State Law Examination
    2017-10-11
  • S63 Uniform Securities Agent State Law Examination
    2016-09-23
Designations
  • Certified Financial Planner
Other Names
  • Garrett Conley

View on SEC IAPD

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