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Brian John Conroy

CREDIT VALUE PARTNERS, LLC·GREENWICH, Connecticut
Clean recordCREDIT VALUE PARTNERS, LLC
49 WEST PUTNAM AVENUE, GREENWICH, CT 06830CRD# 5253074Firm CRD# 154625

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian John Conroy · GREENWICH, CT
Registration
CRD #5253074 · CREDIT VALUE PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian John Conroy is a registered financial advisor based in GREENWICH, Connecticut, affiliated with CREDIT VALUE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CREDIT VALUE PARTNERS, LLC
CREDIT VALUE PARTNERS, LLC
AUM
$162M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CREDIT VALUE PARTNERS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: A PERCENTAGE OF DRAWN INVESTED CAPITAL
Regulatory
SEC/IARD CRD# 5253074
Firm CRD# 154625
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian John Conroy offer?
Brian John Conroy specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Brian John Conroy's credentials?
Brian John Conroy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian John Conroy located?
Brian John Conroy is based in GREENWICH, Connecticut, working with CREDIT VALUE PARTNERS, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Brian John Conroy charge for services?
Brian John Conroy's firm is compensated through percentage of aum, performance-based fees, other: a percentage of drawn invested capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREDIT VALUE PARTNERS, LLC?
CREDIT VALUE PARTNERS, LLC has approximately 3 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CREDIT VALUE PARTNERS, LLC

Joseph Peter Matteo
GREENWICH, CT
Adam Edward Formus
SARASOTA, FL
Adolfo Ezequiel Waisburg
GREENWICH, CT
John Phelan
SARASOTA, FL
Kenneth Gordon Pollard
SARASOTA, FL
Lindsey Diana Norman
SARASOTA, FL

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Nearby cities in Connecticut
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Research
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