AdvisorOS Directory
Claim Profile
Unclaimed Profile
NF

Naudio Nathaniel Feliz

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Naudio Nathaniel Feliz · ISLANDIA, NY
Registration
CRD #1758486 · CONRAD CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Naudio

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

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

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
View on FINRA BrokerCheck →

Looking for a financial advisor in ISLANDIA?

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

Browse ISLANDIA AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CONRAD CAPITAL MANAGEMENT, INC.

Donald Edward Conrad
HAUPPAUGE, NY
Hammid Firoozeh
ISLANDIA, NY
Jared J Cutler
ISLANDIA, NY

More Advisors in ISLANDIA, New York

Michael David Kresh
CREATIVE WEALTH MANAGEMENT, LLC·ISLANDIA, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile