Susan Conley is a registered investment advisor at Westwood Wealth Management, based in Dallas, TX, with 5 years of industry experience. Their practice areas include Alternative Investments. Their firm serves 502 clients with $640M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
200 Crescent Court, Suite 1200, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Westwood Wealth Management
Previous Registrations
Atlantic Trust Advisors, INC.
Morgan Stanley & CO., Incorporated
State Registrations1 state
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