AdvisorOS Directory
Claim Profile
Unclaimed Profile
EC

Erik Joseph Conrad

PEAPOD LANE CAPITAL LLC·BEDFORD HILLS, New York
Series 7, Series 87Clean record8 years registeredPEAPOD LANE CAPITAL LLC
2 DEPOT PLZ, BEDFORD HILLS, NY 10507CRD# 2522349Firm CRD# 159963

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erik Joseph Conrad · BEDFORD HILLS, NY
Registration
CRD #2522349 · PEAPOD LANE CAPITAL LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

PEAPOD LANE CAPITAL LLC
Nov 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 87
Registration record
First registered · November 7, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PEAPOD LANE CAPITAL LLC
CRD 159963 · SEC 801-129836
AUM
$63M
Regulatory assets under management
Employees
2
25 client accounts
Services offered by PEAPOD LANE CAPITAL LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PEAPOD LANE CAPITAL LLC →
Introduction

Speak with Erik

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Erik is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BEDFORD HILLS?

Browse all registered financial advisors in BEDFORD HILLS, New York or claim this profile if it's yours.

Browse BEDFORD HILLS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Erik Joseph Conrad offer?
Erik Joseph Conrad specializes in Investment Management, Wealth Management. Contact their office in BEDFORD HILLS, New York for a consultation.
What are Erik Joseph Conrad's credentials?
Erik Joseph Conrad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Joseph Conrad located?
Erik Joseph Conrad is based in BEDFORD HILLS, New York, working with PEAPOD LANE CAPITAL LLC. Their office serves clients in the BEDFORD HILLS metropolitan area and surrounding communities.
How does Erik Joseph Conrad charge for services?
Erik Joseph Conrad's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEAPOD LANE CAPITAL LLC?
PEAPOD LANE CAPITAL LLC has approximately 2 employees and manages $63M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PEAPOD LANE CAPITAL LLC

Martin B Friederichs
BEDFORD HILLS, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile