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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conrad? Claim Your ProfileConrad Bringsjord is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Conrad has been in the industry since 2008. Conrad is a registered representative and an investment advisor representative in Connecticut, Florida, New York and Texas. Conrad holds the Series 7, 79, 55, 63, 66 and 24 licenses. Conrad has experience in providing financial advice to individuals, corporations, and institutions. Conrad specializes in portfolio management, financial planning, and investment banking. Conrad also offers educational seminars and research reports.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
08/22/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
CT
06/16/2017 - 01/02/2018
STONE KEY SECURITIES LLC (GREENWICH CT)
NY
12/05/2007 - 06/23/2009
MILLENCO, L.L.C. (NEW YORK NY)
NY
12/22/1998 - 11/01/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
11/28/1997 - 07/17/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
08/18/1993 - 07/17/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
11/02/1992 - 07/26/1993
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 8/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/2/1999
Series 24 - General Securities Principal Examination
BC
Issued 8/2/2019
Series 7TO - General Securities Representative Examination
BC
Issued 1/2/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/16/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/10/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/4/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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