Conrad Capital Management
Awards Page
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Awards
Paladin Five Star Rated Advisor
Paladin is an objective third party reviewer with a proprietary rating system that is based on an
independent assessment of four categories of information that impact advisor quality: Credentials:
Education, certifications, experience; Ethics: Compliance record, registrations, fiduciary status;
Business Practices: Methods of compensation and servicing policies; Wealth Management Services:
Sophisticated services for complex markets. The rated advisors represent substantially lower risk
when selecting a financial professional. Paladin has used this rating system to evaluate the
competence and ethics of more than 16,000 advisors. Only the top 7% are awarded the Paladin
Registry’s Five Star quality rating. Conrad Capital Management is among the select few of
advisors who have obtained this rating.
Paladin is an objective third party reviewer with a proprietary rating system that is based on an
independent assessment of four categories of information that impact advisor quality: Credentials:
Education, certifications, experience; Ethics: Compliance record, registrations, fiduciary status;
Business Practices: Methods of compensation and servicing policies; Wealth Management Services:
Sophisticated services for complex markets. The rated advisors represent substantially lower risk
when selecting a financial professional. Paladin has used this rating system to evaluate the
competence and ethics of more than 16,000 advisors. Only the top 7% are awarded the Paladin
Registry’s Five Star quality rating. Conrad Capital Management is among the select few of
advisors who have obtained this rating.
DALBAR Seal
As a financial professional rated by DALBAR, an independent financial services research firm
based in Boston, Conrad Capital Management has joined an elite group of highly qualified and
trusted financial professionals who have met the high standards of the DALBAR Program for
Financial Professionals. Donald E. Conrad, an Investment Advisor Representative, President of
Conrad Capital Management, a Registered Investment Advisor, has earned the DALBAR Financial
Professional Seal, a national award that recognizes financial professionals who have achieved
overall excellence in the areas of client trust, financial results, quality of advice and satisfaction.
The DALBAR Program measures clients’ actual experiences with their financial professional.
Professionals who earn the DALBAR Seal have exceeded national benchmarks in areas of trust,
satisfaction, quality of advice and financial results.
As a financial professional rated by DALBAR, an independent financial services research firm
based in Boston, Conrad Capital Management has joined an elite group of highly qualified and
trusted financial professionals who have met the high standards of the DALBAR Program for
Financial Professionals. Donald E. Conrad, an Investment Advisor Representative, President of
Conrad Capital Management, a Registered Investment Advisor, has earned the DALBAR Financial
Professional Seal, a national award that recognizes financial professionals who have achieved
overall excellence in the areas of client trust, financial results, quality of advice and satisfaction.
The DALBAR Program measures clients’ actual experiences with their financial professional.
Professionals who earn the DALBAR Seal have exceeded national benchmarks in areas of trust,
satisfaction, quality of advice and financial results.
2008 Long Island Business Best Award
The Long Island Business Best Awards honors influential corporations and leaders in business and
industry and recognizes those that contribute to the quality of life within their community through
their active participation with the Huntington Township Chamber of Commerce.
• They were responsible for contributing to the success of the Long Island business landscape
and improved commerce and industry.
• They set themselves apart by their commitment to philanthropic activities on Long Island.
The Long Island Business Best Awards honors influential corporations and leaders in business and
industry and recognizes those that contribute to the quality of life within their community through
their active participation with the Huntington Township Chamber of Commerce.
• They were responsible for contributing to the success of the Long Island business landscape
and improved commerce and industry.
• They set themselves apart by their commitment to philanthropic activities on Long Island.
| Conrad Capital Management 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 |
