Patricia Conway has been Managing Member of Conway Financial Group since August 2001, is a control person of the firm and directly owns between 50% and 75% of it. Patricia Conway holds a Master's in Business Administration from DePaul University and a Business undergraduate degree from Purdue University.
Conway Financial Group, LLC is a Chesterfield, MO firm with $178M under management, 84 clients and 2 advisers in one office, as of its January 2026 filing.
Patricia Conway is Investment Advisor of Conway Financial Group, LLC, based in Chesterfield, MO. Since 1985, her work has required analytical skills and proficiency in portfolio accounting, investment and tax planning. She served as a financial advisor to partners of a consulting firm and as an investment and tax analyst with an investment counseling firm in Chicago, and moved to Saint Louis in 1995 to work with a consulting firm serving high net worth families.
- Conway Financial Group, LLCCurrent– present · 20 yearsChesterfield, MO · Adviser representative · Firm CRD 117608
Professional designations
Listed by Conway Financial Group
- CFP®
Investment adviser representative registrations
Patricia Conway is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2005; the most recent is Texas, in April 2020.
- MissouriSince 30 November 2005
- TexasResidentSince 24 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2000 |
| Series 7 | General Securities Representative Examination | 16 September 1989 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patricia Maureen Conway
- CRD
- 1989122
- Firm
- Conway Financial Group · CRD 117608
- Role
- Managing Member
- Office
- 390 SOUTH WOODS MILL ROAD, SUITE 175, Chesterfield, MO 63017
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- conwayfinancialgroup.com
Where does Patricia Conway work?
Patricia Conway has been Managing Member of Conway Financial Group, LLC since August 2001, and is a control person of the firm.
Is Patricia Conway a financial advisor?
Yes. Patricia Conway has a current investment-adviser registration in Missouri and Texas, through Conway Financial Group since November 2005.
How many years of experience does Patricia Conway have?
Patricia Conway has 20 years in the financial industry, since November 2005, across 1 adviser firm.
What exams has Patricia Conway passed?
Patricia Conway has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in September 1989.
Where is Patricia Conway based?
Patricia Conway’s registered office is in Chesterfield, MO.
Is Patricia Conway registered with FINRA?
No. Patricia Conway has no current broker registration.
Is Patricia Conway a CFP?
Conway Financial Group lists Patricia Conway with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Patricia M. Conway biography, conwayfinancialgroup.com
How can I verify Patricia Conway’s record?
Search CRD 1989122 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patricia Conway’s full registration record.