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Naudio Nathaniel Feliz

CONRAD CAPITAL MANAGEMENT, INC.·ISLANDIA, New York
Unclaimed Profile
1377 MOTOR PARKWAY, ISLANDIA, NY 11749CRD# 1758486Firm CRD# 113648
01

About

Naudio Nathaniel Feliz is a registered financial advisor based in ISLANDIA, 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
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 1758486
Firm CRD# 113648
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Naudio Nathaniel Feliz offer?
Naudio Nathaniel Feliz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ISLANDIA, New York for a consultation.
What are Naudio Nathaniel Feliz's credentials?
Naudio Nathaniel Feliz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Naudio Nathaniel Feliz located?
Naudio Nathaniel Feliz 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 Naudio Nathaniel Feliz charge for services?
Naudio Nathaniel Feliz'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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Other advisors in ISLANDIA
Michael David Kresh — CREATIVE WEALTH MANAGEMENT, LLCJared J Cutler — CONRAD CAPITAL MANAGEMENT, INC.Hammid Firoozeh — CONRAD CAPITAL MANAGEMENT, INC.
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