Conrad E. Seastrunk

SEASTRUNK FINANCIAL MANAGEMENT

Florence, SC 29501

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CRD#: 1889535

Professional summary

Conrad Eric Seastrunk, CFP® is a registered financial advisor currently at SEASTRUNK FINANCIAL MANAGEMENT, LLC located in Florence, South Carolina.

Conrad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Conrad has worked at 7 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Social Security Planning

Investment Planning

Retirement Planning

Tax Planning

Do you have an area of expertise or specialization?

Baby Boomers

Business Owners

Charitable Giving

Corporate Executives

Divorce Planning

Fixed Fee (Subscription, Retai...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Conrad Eric Seastrunk's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

November 3, 2010 - Present

SEASTRUNK FINANCIAL MANAGEMENT, LLC

Office #1: 121 S Cashua Dr., Florence, SC 29501

RIA

CRD#: 149660

Florence, SC

Past

December 9, 1999 - March 8, 2002

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Past

January 24, 1995 - November 19, 1999

SUNPOINT SECURITIES, INC.

CRD#: 25442

LONGVIEW, TX

Past

March 17, 1993 - December 5, 1994

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

November 13, 1989 - February 25, 1993

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

February 14, 1989 - October 7, 1989

ANDOVER SECURITIES, INC.

CRD#: 16903

KANSAS CITY, MO

Past

November 23, 1988 - March 1, 1989

SOURCE SECURITIES, INC.

CRD#: 8026

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(4/5/2016)

IAR

South Carolina
(11/3/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/2/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/19/1988

General Securities Representative Examination

Current Firm

SEASTRUNK FINANCIAL MANAGEMENT, LLC

CRD#: 149660 / SEC#:

Louisiana

Registered Investment Advisory firm - (4/5/2016 Approved)

South Carolina

Registered Investment Advisory firm - (9/7/1995 Approved)

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Contact information

Main Address

121 S Cashua Dr., Florence, SC 29501

Mailing Address

Phone number

(843) 661-0220

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	357
AUM (Assets Under Management)	$ 65,622,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Conrad E. Seastrunk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Conrad Eric Seastrunk's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEASTRUNK FINANCIAL MANAGEMENT, LLC

INVESTACORP, INC.

SUNPOINT SECURITIES, INC.

HORNOR, TOWNSEND & KENT, LLC

NYLIFE SECURITIES LLC

ANDOVER SECURITIES, INC.

SOURCE SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/2/1988

Series 7

Date: 11/19/1988

Current Firm

SEASTRUNK FINANCIAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SEASTRUNK FINANCIAL MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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