Morgan Stanley
47yrs
Top advisor by experience in New York
32yrs
Patrick Conroy is a fiduciary financial advisor in New York, New York, with 32 years in the industry. After a year at LPL Enterprise and five years at Merrill, Patrick joined Savvy in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Savvy reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 4% by experience at Savvy
Office111 West 33rd Street Unit 1410, New York, NY 10001
FirmSavvy
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.06 million
Advisors at the firm188
States licensed ?1 state
Services through Savvy
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowSavvyCurrent firm
- Jan 2025 – Mar 2026LPL Enterprise, LLCPreviously
- 2019 – 2024MerrillPreviously
Contact Patrick
(833) 745-6789Savvy main office 111 West 33rd Street Unit 1410New York, NY 10001Office · Get directions Firm websitewww.savvywealth.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Savvy at (833) 745-6789 and ask for Patrick Conroy. Patrick works from the New York, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1994, about 32 years. Top 4% by experience at Savvy.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Savvy reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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