Michael Conway
Michael Conway is a ChFC-designated registered investment advisor at Summit Financial, LLC, based in Parsippany, NJ, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
4 Campus Drive, Parsippany, NJ, 07054
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Regulatory History (1)
Customer Dispute
October 2019Other Business ActivitiesSells Insurance
Michael is an Investment Advisor Representative (IAR) with Summit Financial, LLC DBA Conway Wealth Group, dedicating full-time hours to providing financial advice. He also offers insurance as a broker/agent, operates farmland and stables, is the chief coordinator for a youth program, co-owns Seeds/Seeds Investor, LLC, and is the co-founder of The Life & Wealth Network.
Employment History
Current Registrations
Summit Financial, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Summit Financial Resources INC
Summit Equities INC
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Summit Equities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.