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Donald Edward Conrad

CONRAD CAPITAL MANAGEMENT, INC.·HAUPPAUGE, New York
Unclaimed Profile
1300 VETERANS MEMORIAL HWY, HAUPPAUGE, NY 11788CRD# 732579Firm CRD# 113648
01

About

Donald Edward Conrad is a registered financial advisor based in HAUPPAUGE, New York, affiliated with CONRAD CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CONRAD CAPITAL MANAGEMENT, INC.
CONRAD CAPITAL MANAGEMENT, INC.
AUM
$86M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CONRAD CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 732579
Firm CRD# 113648
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Edward Conrad offer?
Donald Edward Conrad specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HAUPPAUGE, New York for a consultation.
What are Donald Edward Conrad's credentials?
Donald Edward Conrad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Edward Conrad located?
Donald Edward Conrad is based in HAUPPAUGE, New York, working with CONRAD CAPITAL MANAGEMENT, INC.. Their office serves clients in the HAUPPAUGE metropolitan area and surrounding communities.
How does Donald Edward Conrad charge for services?
Donald Edward Conrad's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONRAD CAPITAL MANAGEMENT, INC.?
CONRAD CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $86M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Charles Gardini — ACP VENTURE CAPITAL MANAGEMENT FUND LLCJohn David Caffrey — CASTLE ASSET MANAGEMENT, LLCDaniel Charles Weber — ROSEMARK ADVISORS, INC.Gary Gettenberg — BENJAMIN SECURITIES, INC.Edward Michael Cahill — PARTNERS CAPITAL SERVICES, INC.
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