Network·Family Office
📍 HAUPPAUGE, NY
SEC CRD #801-60622
Conrad Capital Management, New York, Islandia Contact Us (631) 439-7878 1300 Veterans Memorial HWY, Suite 230 Hauppauge, NY 11788 Monday - Friday 9:00am - 5:00pm Home About Us Who we are Our Firm Contact Career Opportunities Form CRS Institutional Investors Individual Investors Fixed Income Portfolio Management Asset Management Alternative Investments Retirement Certified Senior Adviser Make plans New 401(k) planning News Conrad Capital News Retirement? CCM Can Protect & Preserve Your Life Savings Discover the difference with a Registered Investment Adviser! We offer complex financial services based on what’s best for you. Donald Conrad of CCM has been named an MD Preferred affiliated financial service professional, he is experienced in providing investment, retirement and complex financial advice for physicians. Conrad Capital Management specializes in helping clients plan for their financial future and reach their goals as soon as possible. Since CCM is an independent Registered Investment Advisory firm, its only allegiance is to its clients. CCM has a fiduciary duty to act with the client s best interest in mind. Through the Registered Investment Adviser all accounts are managed on a fee basis. CCM has legal and moral obligation to act with the customers best interest in mind. Our goal is to deliver the highest possible standard of fiduciary care and highly customized portfolio management. Since 1998, Conrad Capital Management (CCM) has functioned as a Registered Investmen
DONALD E. CONRAD
PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER
📞 (631) 439-7878
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AUM
$91M
Check Size
$11.8B–$11.8B
Location
HAUPPAUGE, NY
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