Patrick Daniel Conroy

Financial advisor at Savvy Advisors, Inc. · Syosset, NY

Last updated 2026-10-10

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Patrick Daniel Conroy is a financial advisor at Savvy Advisors, Inc. in Syosset, NY, CRD 1499787. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2019-08-06.

Registration

CRD number
1499787
Registration status
Active
IAPD registration
2019-08-06
Industry Experience
7 years
Work Experience
21 years
States registered
NY

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2019-04 to 2024-05 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Melville, NY
  • 2005-09 to 2017-03 · Self Employed · Syosset, NY
  • 2017-03 to 2018-10 · Healthmark/ Miller Diagnostic · Nashville, TN
  • 2018-10 to 2019-04 · Unemployed · Syosset, NY
  • 2019-06 to 2024-05 · Bank of America, N.A. · Melville, NY
  • 2024-05 to 2024-12 · Unemployed · Syosset, NY
  • 2025-01 to 2026-02 · Lpl Enterprise · Melville, NY
  • 2026-02 to Present · Savvy · Syosset, NY

Current employment

SEC IAPD record for Patrick Daniel Conroy

Savvy Advisors, Inc.

Regulatory AUM
$5,001,044,474
Registered advisors
214
Offices
200
Clients per advisor
21.6 (Low)
Average AUM per client
$1.1M (Low)
High-net-worth client ratio
24.7% (Moderate)

Savvy Advisors, Inc.: advisors, services and reported ETF investments

About

Patrick Daniel Conroy is a financial advisor at Savvy, operating as Savvy Advisors, Inc. in Syosset, NY. Reported securities licenses include Series 63 and Series 66. The latest record indicates 7 years of industry experience and 21 years of reported work history.

Savvy Advisors, Inc.'s firm-level Form ADV reports 214 advisors across 200 offices; approximately 21.6 clients per advisor, average assets per client of $1,084,120, and regulatory AUM of $5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Publication of Periodicals or Newsletters, and Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $3.1B across 544 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick Daniel Conroy personally.

Reported ETF positions

Savvy Advisors reports 544 ETF positions worth $3.1B on Form 13F; the largest are listed.

Largest ETF positions reported by Savvy Advisors
FundReported value
VOO — Vanguard S&P 500 ETF$297.5M
IUSB — iShares Core Universal USD Bond ETF$177.3M
IVLU — iShares MSCI Intl Value Factor ETF$109.3M
SCHG — Schwab U.S. Large-Cap Growth ETF$103.6M
JQUA — JPMorgan U.S. Quality Factor ETF$95M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Savvy Advisors, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea

Location

Syosset, NY

1 advisor at this office.

Savvy Advisors office in Syosset, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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