TrueAdvisor
TrueAdvisor
SC
SC

Susan Vignolo Conley

Westwood Wealth Management
4 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Westwood Wealth Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
502 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$638.2M

Fee Structure

Financial Planning:Investment management only

Location

200 Crescent Court, Suite 1200, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Westwood Wealth Management
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Atlantic Trust Advisors, INC.
May 2004 - November 2004 · 6 mos
Morgan Stanley & CO., Incorporated
June 1999 - February 2003 · 3 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.