Peter
Conway

Bny Advisors

CRD#4058470
Investment Advisor
in Pennington, NJ

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About this Advisor

Peter Conway is a financial advisor based in Pennington, New Jersey, working with Bny Advisors. Peter has previously held positions at Jcc Advisors, LLC, Select Capital Corporation, Apx Energy, LLC, Morgan Stanley, National Records Centers, Apx Energy, Inc, Jcc Advisors LLC, Usaa Financial Advisor, Inc, Usaa Investment Management Company, Inc, Usaa/Areotek, Fidelity Brokerage Services LLC, Uber, Bny Mellon Advisors, Inc, Lockwood Advisors, Bny Mellon Securities Corporation, Morgan Stanley Private Bank, N.A, and Pershing LLC. Peter has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, Peter is part of Bny Advisors, which operates out of Pennington, New Jersey. The firm has 3 offices and 80 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Bny Advisors includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1800 American Blvd. Suite 300 - Pod D
Pennington, NJ 08534

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Bny Advisors Brokerage Details

Total Assets Under Management

$19,689,689,740

NJ Average: $10,121,009,343
Total Number of Employees

80

NJ Average: 92
Total Number of Accounts

103,756

NJ Average: 6,978
Average Account Size

$189,769

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Peter Conway Work History

2023 - Present (1 year)

Bny Mellon Advisors, Inc

2023 - Present (1 year)

Bny Mellon Securities Corporation

2021 - Present (3 years)

Pershing LLC

2021 - 2023 (2 years)

Lockwood Advisors

2018 - 2018 (< 1 year)

Usaa Financial Advisor, Inc

2018 - 2018 (< 1 year)

Usaa Investment Management Company, Inc

2018 - 2018 (< 1 year)

Usaa/Areotek

2018 - 2021 (3 years)

Fidelity Brokerage Services LLC

2017 - 2018 (1 year)

Apx Energy, Inc

2017 - 2018 (1 year)

Jcc Advisors LLC

2016 - 2017 (1 year)

Morgan Stanley

2016 - 2016 (< 1 year)

National Records Centers

2016 - 2018 (2 years)

Uber

2016 - 2017 (1 year)

Morgan Stanley Private Bank, N.A

2014 - 2016 (2 years)

Jcc Advisors, LLC

2014 - 2016 (2 years)

Apx Energy, LLC

2013 - 2014 (1 year)

Select Capital Corporation

Disclosures

Please visit the SEC profile of Peter Conway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bny Advisors

Corbett Lawrence
Pennington, NJ
Marisol Naranjo
Pennington, NJ
Gregory Allison
Pennington, NJ
Peter Conway
Pennington, NJ
John Hourigan
Pennington, NJ
Romann Noelcin
Pennington, NJ
Joseph Baricevac
Pennington, NJ
Preston Caldwell
Pennington, NJ

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