Conrad A Garcia

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-02-03
FL	RA	APPROVED	2025-01-15

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Pruco Securities Llc	Coral Gables	FL	09/2021	03/2022
Virginia Key Outdoor Center	Key Biscayne	FL	06/2017	08/2019
Bike N Gold Ucf	Orlando	FL	08/2019	06/2020
Bike Tech Inc.	Miami	FL	06/2020	03/2022
Unemployed	Miami	FL	08/2011	05/2017
Unemployed	Hialeah	FL	03/2022	08/2022
Equitable Advisors, Llc	New York	NY	08/2022	12/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Naples	FL	01/2025	Present
Bank Of America, N.A.	Naples	FL	02/2025	Present

09/2021 → 03/2022

Pruco Securities Llc

Coral Gables, FL
06/2017 → 08/2019

Virginia Key Outdoor Center

Key Biscayne, FL
08/2019 → 06/2020

Bike N Gold Ucf

Orlando, FL
06/2020 → 03/2022

Bike Tech Inc.

Miami, FL
08/2011 → 05/2017

Unemployed

Miami, FL
03/2022 → 08/2022

Unemployed

Hialeah, FL
08/2022 → 12/2024

Equitable Advisors, Llc

New York, NY
01/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Naples, FL
02/2025 → Present

Bank Of America, N.A.

Naples, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-19

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