Unclaimed Profile

Dennis S Konrady

SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC·EUGENE, Oregon

SIE, Series 7, Series 66Clean record19 years registeredSAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC

101 EAST BROADWAY SUITE 480, EUGENE, OR 97401CRD# 4295175Firm CRD# 159419

Profile Verification

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

Identity

Dennis S Konrady · EUGENE, OR

Registration

CRD #4295175 · SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

May 2016 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2006 – May 2016

EUGENE, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 22, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC

CRD 159419 · SEC 801-72857

AUM

$1.3B

Regulatory assets under management

Employees

592 client accounts

Services offered by SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Dennis S Konrady offer?

Dennis S Konrady specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EUGENE, Oregon for a consultation.

What are Dennis S Konrady's credentials?

Dennis S Konrady is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis S Konrady located?

Dennis S Konrady is based in EUGENE, Oregon, working with SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.

How does Dennis S Konrady charge for services?

Dennis S Konrady's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC?

SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC has approximately 14 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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