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1300 Veterans Memorial Hwy Suite 230, Hauppauge, NY 11788 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-12 |
Branch Locations
1300 Veterans Memorial Hwy Suite 230, Hauppauge, NY 11788 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conrad Capital Management | Islandia | NY | 11/1997 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2011 | Present |
1) CONRAD CAPITAL MANAGEMENT, INC.; INVESTMENT RELATED; 1300 VETERANS MEMORIAL HIGHWAY, SUITE 230, HAUPPAUGE, NY 11788; RIA - PRIVATE WEALTH MANAGEMENT; PRESIDENT & CEO/OWNER/INVESTMENT ADVISOR; 11/1997; 150 HRS/MONTH; 100 HRS/MONTH DURING SECURITIES HRS; INVESTMENT ADVISOR, CEO, MANAGE OVERALL FIRM. 2) LIFE INSURANCE AGENT; 15 HRS/MONTH; 3HRS/MONTH DURING SECURITIES HRS; EVALUATION OF CURRENT AND POTENTIAL POLICIES OF CLIENTS. 3) CCM PARTNERS, LP; INVESTMENT RELATED; 1300 VETERANS MEMORIAL HIGHWAY, SUITE 230, HAUPPAUGE, NY 11788; ALTERNATIVE INVESTMENT/HEDGE FUND OF FUNDS; AS PRESIDENT & CEO OF CCM, INC., I SERVE AS THE GENERAL PARTNER; 6/2002; 5 HRS/MONTH; 5 HRS/MONTH DURING SECURITIES HRS; GENERAL PARTNER, LEAD OFFICER OF THE FUND OF FUNDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-20 |
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