William Conroy is a registered investment advisor, based in Seattle, WA, with 40 years of industry experience.
Location
600 University Street, Suite 2328, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an independent insurance agent since 1984, dedicating about 10-20% of his time to insurance planning. He also works as a financial advisor at Greenberg & Rapp/Eagle Rock Wealth Management, spending full-time marketing and selling insurance and investment products.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
Princor Financial Services CorporationBroker
First Affiliated Securities, INC.Broker
Pfg Securities, INC.Broker
Sentra Securities CorporationBroker
Cigna Securities, INC.Broker
State Registrations13 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.