William Michael Conroy

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 11/2014 → 02/2020
  Lyman Group
  Seattle, WA
• 02/2020 → 08/2025
  Greenberg & Rapp
  East Hanover, NJ
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Seattle, WA
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Seattle, WA
• 11/2014 → 08/2025
  M Holdings Securities, Inc.
  Seattle, WA

Previous Registrations

• 2015-02-02 → 2025-08-11
  M Holdings Securities, Inc.
  Seattle, WA
  Seattle, WA
  Portland, OR
  Morristown, NJ
  Seattle, WA
• 2003-02-07 → 2015-02-02
  Vsr Financial Services, Inc.
  Seattle, WA
  Overland Park, KS
  Seattle, WA
  Seattle, WA
  Waikoloa, HI
  Overland Park, KS
• 2015-01-06 → 2015-01-07
  M Holdings Securities, Inc.
  Seattle, WA
• 2000-01-27 → 2003-02-07
  The Masters, Inc.
  Seattle, WA

Other Businesses

(1)Name of Business: Eaglerock Wealth Address: 600 University St Ste 2328, Seattle, WA, 98101-4131, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Greenberg and Rapp Address: 600 University St Ste 2328, Seattle, WA, 98101-4131, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-18
• S63 Uniform Securities Agent State Law Examination
  1985-04-15

Other Names

• William M Conroy
• William Michael Conroy