Matthew Conroy
Advisor at Conroy Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Conroy Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Matthew Conroy is a financial advisor at Conroy Capital LLC with one year of industry experience. He holds the Series 66 designation and has worked previously with Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory role, he is employed by Pro Football Focus. Conroy Capital LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental and technical analysis in its investment process and offers tailored portfolio management with documented risk tolerance and objectives.
1.00% annually
Bensalem, PA
Pennsylvania
Conroy Capital LLC
2025 - Present (1 year)
Fortis Group Advisors
2025 - 2025 (1 year)
LPL Financial
2025 - 2025 (1 year)
LPL Financial
2024 - 2025 (1 year)
Prudential
2024 - 2024 (1 year)
Pro Football Focus
2023 - Present (3 years)
William Tennent High School
2023 - 2023 (1 year)
University of California Berkeley
2020 - 2021 (1 year)
Uber
2020 - 2025 (5 years)
Unemployed
2019 - 2020 (1 year)
Your Call Football
2018 - 2018 (1 year)
Milano Rhinos
2018 - 2018 (1 year)
Cheltenham High School
2017 - 2019 (2 years)
Torino Giaguari
2017 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
Albershausen Crusaders
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")