Dennis S Konrady

Employer firm

Sapient Private Wealth Management, LLC CRD 159419

$1.75B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → Present
  Sapient Private Wealth Management, Llc
  Eugene, OR

Previous Registrations

• 2006-09-22 → 2016-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Eugene, OR
  Eugene, OR

Other Businesses

I*23891 - FOR-PROFIT ORGANIZATION, WEBER HOLDINGS LLC, NOT INVESTMENT RELATED, 2706 WILLAKENZIE ROAD, EUGENE, OREGON 97401 NATURE OF BUSINESS: LLC, OWNER, START DATE OF RELATIONSHIP: 12:00:00 AM, NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY, NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: N/A (2)NON-PROFIT ORGANIZATION, LANE COUNTY YOUTH FOR CHRIST, NOT INVESTMENT RELATED, EUGENE, OREGON 97402, NATURE OF BUSINESS: OTHER, BOARD MEMBER START DATE OF RELATIONSHIP: 01/01/2003, NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY, NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 HOUR(S) MONTHLY DUTIES: CHECK WRITING.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-03