Tyler
Conroy
Ferguson Wellman Capital Management, Inc
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About this Advisor
Tyler Conroy is a certified financial planner working in Portland, Oregon. Conroy is currently employed by Ferguson Wellman Capital Management, Inc. The advisor has gained experience at Charles Schwab & Co., Inc, Hobart And William Smith Colleges, Capital Markets Advisors LLC, Tony Walker & Company, Edinburgh Napier University, Eire Community College, Charles Schwab Bank, Aldrich Wealth Lp and Ferguson Wellman Capital Management, Inc. Conroy maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oregon and Washington. Ferguson Wellman Capital Management, Inc is a financial advisory firm headquartered in Portland, OR. The investment advisory business has a total of 55 people on staff. It controls $7 billion in assets under management between its 3,808 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 58 charitable organizations. Of its 3,808 customer accounts, 71% are held by high-net-worth investors who have at least $1 million in assets. Ferguson Wellman Capital Management, Inc offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically are based on the type of financial services offered. However, fee types billed by Ferguson Wellman Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ferguson Wellman Capital Management, Inc Brokerage Details
$7,145,593,038
55
3,808
$1,876,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Tyler Conroy Work History
Tyler has been registered as a financial advisor for 0 years.*
Ferguson Wellman Capital Management, Inc
Aldrich Wealth Lp
Charles Schwab Bank
Charles Schwab & Co., Inc
Hobart And William Smith Colleges
Capital Markets Advisors LLC
Edinburgh Napier University
Hobart And William Smith Colleges
Tony Walker & Company
Eire Community College
Hobart And William Smith Colleges
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tyler Conroy 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 Ferguson Wellman Capital Management, Inc
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
