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Thomas Patrick Fayen

CONSERVATIVEMONEY LLC·ROCKY RIVER, Ohio
SIE, Series 6, Series 22, Series 26, Series 62, Series 63, Series 65Clean record19 years registeredCONSERVATIVEMONEY LLC
20525 CENTER RIDGE ROAD, ROCKY RIVER, OH 44116-3424CRD# 1300334Firm CRD# 121306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Patrick Fayen · ROCKY RIVER, OH
Registration
CRD #1300334 · CONSERVATIVEMONEY LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

CONSERVATIVEMONEY LLC
Aug 2006 – present
CAPITAL FINANCIAL SERVICES, INC.
Oct 2017 – Jun 2019
Rocky River, OH
CONSERVATIVEMONEY LLC
Aug 2006 – Dec 2020
ROCKY RIVER, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 22
Series 26
Series 62
Series 63
Series 65
Registration record
First registered · August 22, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONSERVATIVEMONEY LLC
CRD 121306 · SEC 801-69952
AUM
$19M
Regulatory assets under management
Employees
1
58 client accounts
Services offered by CONSERVATIVEMONEY LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CONSERVATIVEMONEY LLC →
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05

Frequently Asked Questions

What services does Thomas Patrick Fayen offer?
Thomas Patrick Fayen specializes in Investment Management. Contact their office in ROCKY RIVER, Ohio for a consultation.
What are Thomas Patrick Fayen's credentials?
Thomas Patrick Fayen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Patrick Fayen located?
Thomas Patrick Fayen is based in ROCKY RIVER, Ohio, working with CONSERVATIVEMONEY LLC. Their office serves clients in the ROCKY RIVER metropolitan area and surrounding communities.
How does Thomas Patrick Fayen charge for services?
Thomas Patrick Fayen's firm is compensated through hourly charges, other: flat fee annually renewable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSERVATIVEMONEY LLC?
CONSERVATIVEMONEY LLC has approximately 1 employees and manages $19M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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