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Gilbert Russell Conrad

Realta Equities, Inc.

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About Gilbert Russell Conrad

Gilbert Conrad is a financial advisor with over 25 years of experience in the industry. Gilbert is currently registered with Realta Equities, Inc., a firm based in Lewiston, NY. Gilbert's previous employers include ARKADIOS CAPITAL, INDEPENDENT FINANCIAL GROUP, LLC, SUMMIT BROKERAGE SERVICES, INC., J.P. TURNER & COMPANY, L.L.C., RP CAPITAL LLC, J.P. TURNER & COMPANY, L.L.C., CANTELLA & CO., INC., PRINCETON SECURITIES CORPORATION, and GKN SECURITIES CORP. Gilbert holds the Series 63, Series 7 and SIE licenses. Gilbert is registered in 18 states including Arizona, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Michigan, Mississippi, Nebraska, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, and Wisconsin.

Firm Information

Gilbert Conrad is currently registered with Realta Equities, Inc.. Realta Equities, Inc. is a Corporation formed on January 24, 1989. The firm is registered in 52 states and is also SEC-registered.

Not reported

Assets Under Management

Not reported

Total Clients

56

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gilbert Conrad’s Registration & Firm History

NY

03/02/2022 - Present

Realta Equities, Inc. (LEWISTON NY)

NY

02/24/2020 - 03/14/2022

ARKADIOS CAPITAL (Lewiston NY)

NY

10/11/2016 - 02/21/2020

INDEPENDENT FINANCIAL GROUP, LLC (Lewiston NY)

NY

09/23/2015 - 10/17/2016

SUMMIT BROKERAGE SERVICES, INC. (Lewiston NY)

NY

01/09/2012 - 12/04/2015

J.P. TURNER & COMPANY, L.L.C. (LEWISTON NY)

NY

02/18/2011 - 12/31/2011

RP CAPITAL LLC (LEWISTON NY)

NY

04/26/2001 - 03/03/2011

J.P. TURNER & COMPANY, L.L.C. (LEWISTON NY)

MA

12/15/1998 - 05/10/2001

CANTELLA & CO., INC. (MALDEN MA)

NY

07/21/1997 - 12/16/1998

PRINCETON SECURITIES CORPORATION (SYOSSET NY)

NY

08/09/1996 - 07/22/1997

GKN SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Gilbert Russell Conrad. Review regulatory record here.
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