Unclaimed Profile

Jared J Cutler

CONRAD CAPITAL MANAGEMENT, INC.·ISLANDIA, New York

Series 7, Series 31, Series 55, Series 63, Series 6522 years registeredCONRAD CAPITAL MANAGEMENT, INC.

1377 MOTOR PARKWAY, ISLANDIA, NY 11749CRD# 3253743Firm CRD# 113648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jared J Cutler · ISLANDIA, NY

Registration

CRD #3253743 · CONRAD CAPITAL MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

FIVE FACTOR CAPITAL ADVISORS

Nov 2021 – present

FIVE FACTOR CAPITAL ADVISORS

Jul 2013 – Nov 2013

SCARSDALE, NY

WESTERN INTERNATIONAL SECURITIES

Mar 2011 – Apr 2011

WHITE PLAINS, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2004 – Apr 2008

WHITE PLAINS, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 55

Series 63

Series 65

Registration record

First registered · February 17, 2004

Years registered · 22

Disclosure History

2008Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CONRAD CAPITAL MANAGEMENT, INC.

CRD 113648 · SEC 801-60622

AUM

$86M

Regulatory assets under management

Employees

644 client accounts

Services offered by CONRAD CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CONRAD CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jared J Cutler offer?

Jared J Cutler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ISLANDIA, New York for a consultation.

What are Jared J Cutler's credentials?

Jared J Cutler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jared J Cutler located?

Jared J Cutler is based in ISLANDIA, New York, working with CONRAD CAPITAL MANAGEMENT, INC.. Their office serves clients in the ISLANDIA metropolitan area and surrounding communities.

How does Jared J Cutler charge for services?

Jared J Cutler'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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