AdvisorOS Directory
Claim Profile
Unclaimed Profile
VC

Virginia Mary Coniglio

PWA FINANCIAL·NEWTOWN, Pennsylvania
Clean recordPWA FINANCIAL
503 E WASHINGTON AVE., NEWTOWN, PA 18940CRD# 2570834Firm CRD# 165369

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Virginia Mary Coniglio · NEWTOWN, PA
Registration
CRD #2570834 · PWA FINANCIAL
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Virginia Mary Coniglio is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with PWA FINANCIAL. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Virginia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Virginia is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PWA FINANCIAL
PWA FINANCIAL
AUM
$232M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PWA FINANCIAL →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2570834
Firm CRD# 165369
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTOWN?

Browse all registered financial advisors in NEWTOWN, Pennsylvania or claim this profile if it's yours.

Browse NEWTOWN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Virginia Mary Coniglio offer?
Virginia Mary Coniglio specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Virginia Mary Coniglio's credentials?
Virginia Mary Coniglio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Virginia Mary Coniglio located?
Virginia Mary Coniglio is based in NEWTOWN, Pennsylvania, working with PWA FINANCIAL. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Virginia Mary Coniglio charge for services?
Virginia Mary Coniglio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PWA FINANCIAL?
PWA FINANCIAL has approximately 5 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PWA FINANCIAL

Kenneth Charles Coniglio
NEWTOWN, PA
James Michael Carlucci
NEWTOWN, PA
Michael David Carlucci
NEWTOWN, PA

More Advisors in NEWTOWN, Pennsylvania

Erik Nmn Mosholt
46 PEAKS LLC·NEWTOWN, PA
Steven Chungho Zang
TWENTY ACRE CAPITAL LP·NEWTOWN, PA
Antonio Luis Ferre Rangel
KINGBIRD INVESTMENT MANAGEMENT LLC·NEWTOWN, PA
Graham David Foster
CORESTATES CAPITAL ADVISORS, LLC·NEWTOWN, PA
Robert Joseph Savino
PRISM ADVISORY GROUP, LLC·NEWTOWN, PA
Ann Catherine Lovett
PW NOVA FINANCIAL SERVICES LLC·NEWTOWN, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile