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Inactive

Patrick Daniel Conroy

Savvy

New York, NY

Syosset, NY

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-05
  • NY RA
    APPROVED
    Since 2026-03-05

Branch Locations

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Syosset, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 04/2019 05/2024
Self Employed Syosset NY 09/2005 03/2017
Healthmark/ Miller Diagnostic Nashville TN 03/2017 10/2018
Unemployed Syosset NY 10/2018 04/2019
Bank Of America, N.A. Melville NY 06/2019 05/2024
Unemployed Syosset NY 05/2024 12/2024
Lpl Enterprise Melville NY 01/2025 02/2026
Savvy Syosset NY 02/2026 Present
  • 04/2019 → 05/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Melville, NY
  • 09/2005 → 03/2017
    Self Employed
    Syosset, NY
  • 03/2017 → 10/2018
    Healthmark/ Miller Diagnostic
    Nashville, TN
  • 10/2018 → 04/2019
    Unemployed
    Syosset, NY
  • 06/2019 → 05/2024
    Bank Of America, N.A.
    Melville, NY
  • 05/2024 → 12/2024
    Unemployed
    Syosset, NY
  • 01/2025 → 02/2026
    Lpl Enterprise
    Melville, NY
  • 02/2026 → Present
    Savvy
    Syosset, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-02
S63 Uniform Securities Agent State Law Examination 1994-11-09
  • S66 Uniform Combined State Law Examination
    2019-08-02
  • S63 Uniform Securities Agent State Law Examination
    1994-11-09
Other Names
  • Patrick Daniel Conroy
  • Patrick Conroy

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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