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Samuel Eric Levy Conway

S Conway Consulting, LLC

Ithaca, NY

CRD 7184905

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Employer firm

S Conway Consulting, LLC CRD 305970

$16.1M regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
S Conway Consulting, Llc

Ithaca, NY • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-06-19
CA RA APPROVED 2024-03-08
NY RA APPROVED 2021-02-23
  • IN RA
    APPROVED
    Since 2025-06-19
  • CA RA
    APPROVED
    Since 2024-03-08
  • NY RA
    APPROVED
    Since 2021-02-23

Branch Locations

Ithaca, NY • 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
S Conway Consulting Llc Ithaca NY 03/2018 Present
School Professionals New York NY 06/2016 03/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-18
  • S65 Uniform Investment Adviser Law Examination
    2019-09-18
Designations
  • Certified Financial Planner
Other Names
  • Samuel Eric Conway

View on SEC IAPD

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