Thomas John Conway
Investment adviser representative at Note Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$437MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Note Advisors, LLCMay 2024 to now
- Clearstead AdvisorsJun 2022 to May 2024
- Zappitelli Financial ServicesJan 2020 to Apr 2022
- Full Time StudentJan 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Note Advisors, LLC
$437MAssets managed
542Clients
6Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7392715
- Firm CRD
- 171466