Donald Conrad
Islandia, New York, 11749
Member Since 2007
Conrad Capital Management, Inc. is an independent registered investment advisor with over 85 years of combined industry experience, specializing in private wealth management, with a sub-specialty in alternative investments. Our hallmark has always been providing the highest level of service, working closely with our clients to maximize their risk-adjusted returns. Relationships, often intergenerational, are a testament to that.
My Location
Background Information
Years of Financial Experience
- 30
Education
- The Collective School of Music (2 Years)
- Nassau Community College (3 Years)
Certifications and Designations
- CSA
Association Memberships
- Senior Alliance
- Smithtown Chamber of Commerce
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee, Commissions (Investment)
- Investment Services: Asset-based fee, Hourly fee, Fixed fee, Commissions (Investment)
Primary Custodian(s)
- Charles Schwab
Types of Financial Reports
- Performance Report (Monthly)
- Market Environment Report (Bi-Monthly)
- Custodial Report (Monthly)
- Newsletter (Bi-Monthly)
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- Donald Conrad is a Registered Investment Advisor
- CRD/IARD Number: 732579
- Securities Registrations: Series 7, Series 6, Series 24, Series 63, Series 65, Series 66
- Insurance Licenses: Life, Annuity
Company Names
- Registered Investment Advisor: Conrad Capital Management, Inc.
- Broker/Dealer: Purshe Kaplan Sterling Investments
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- WDC
- Washington
- West Virginia
- Wisconsin
- Wyoming
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review, Alternative Investments, Insurance planning and estate planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Alternative Investments, Insurance planning and estate planning
Investment Products
- Mutual Funds, Securities, Hedge Fund, Derivatives, Commodities, REITs, Equity, Limited Partnerships, TIPS, SIP\'s, UIT\'s
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Health, Key Person, Second to Die,
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses, Foundations, Endowments, Pensions, ect.
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services, Please inquire
Visit Website - http://www.conradcapital.com
