Allyson Conway Sacratini

Employer firm

Integrated Advisors Network LLC CRD 171991

$5.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2018 → 03/2020
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2014 → 05/2018
  University Of South Carolina
  Columbia, SC
• 02/2017 → 05/2018
  Capital City Financial Partners
  Columbia, SC
• 06/2018 → 09/2018
  Unemployed
  Germantown, MD
• 03/2020 → Present
  Capital City Financial Partners
  Columbia, SC
• 03/2020 → Present
  Integrated Advisors Network, Llc
  Palos Verdes Estates, CA

Other Businesses

Capital City Financial Partners, Investment related, Director of Client Services, 03/2020, 40 hours, DBA, 6208 Garners Ferry Rd, Suite A, Columbia, SC 29209

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-13
• S63 Uniform Securities Agent State Law Examination
  2018-11-13

Other Names

• Allyson Conway
• Allyson Georgia Conway
• Allyson Georgia Sacratini