Conrad Capital Management


Since 1997, Conrad Capital Management (CCM) has functioned as a
Registered Investment Advisor, offering investment counseling to families
across the country.  The firm was founded by Donald E. Conrad, President
and CEO, who has over twenty-five years experience within the financial
services industry.  We feel the fee-based nature of our business aligns our
clients’ interests with our own.  

Our goal is to deliver the highest possible standard of fiduciary care and
highly customized portfolio management.

  • At CCM, our philosophy is based on risk management
  • We focus on matching the level of risk that you are willing and able to
    tolerate with the portfolio which can most efficiently achieve your
    desired goals
  • We do not offer a “cookie-cutter” product.
  • Unlike many of our competitors, there is no “model portfolio” or
    boilerplate list of stocks that you are forced into
  • We design a portfolio which is strategically aligned with your
    objectives for return and risk, as well as the investing constraints that
    you face
425 Broadhollow Road / Route 110 Suite 116, Melville Financial Center
Melville, NY 11747, USA
Tel: 631-439-7878 Fax: 631-439-7879 E-mail:
info@conradcapital.com

Member FINRA & SiPC

Important Consumer Disclosures:
Conrad Capital Management, Inc. is a an Independent Registered Investment Adviser located in
Melville, New York

Securities offered through
Western International Securities, Inc.
Corporate Headquarters are located in Pasadena CA

Read More
Selecting a financial advisor is one of the most important decisions regarding your investments
that you can make.  You need to be able to trust that your advisor has your account's best
interests in mind, with an independent advisor you can.
financial planner financial advisor investment managers - Paladin Registry
A Registered Investment Advisor