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Robert J. Conrad

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CRD#: 2456146
RC
Robert John Conrad

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert John Conrad was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1994. Robert had worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.

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.
EMPLOYEE AND REGISTERED INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR; MINORITY SHAREHOLDER OF THE COMPANIES THAT COMPRISE THE MANNING & NAPIER GROUP OF COMPANIES, INCLUDING MANNING & NAPIER INVESTOR SERVICES, INC. AND ITS AFFILIATES AS DISCLOSED ON FORM BD; CONRAD'S TOTAL CAR CARE AND TIRE CENTERS - OWNER, BOARD OF DIRECTOR - CHAIRMAN, AND ADVERTISING SPOKESPERSON, NON-INVESTMENT RELATED, 14 HOURS ANNUALLY, ZERO HOURS DURING TRADING HOURS; C.A.W. INC. - S&H INDUSTRIES - OWNER AND BOARD OF DIRECTORS - CHAIRMAN,, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS; ELYRIA SPRING AND SPECIALTY - OWNER AND BOARD OF DIRECTORS - CHAIRMAN, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS; WESTERN MANAGEMENT, INC. - BOARD OF DIRECTORS - CHAIRMAN, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS; VECTORVEST, INC. - BOARD OF DIRECTOR MEMBER (COMPENSATED), 05/2015 - PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS. THE VILLAGE OF HUNTING VALLEY - INVESTMENT COMMITTEE ADVISOR; 07/2019- PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

September 8, 2006 - December 31, 2013

MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC

RIA
CRD#: 106652
HUNTING VALLEY, OH
Past

May 4, 2004 - August 4, 2026

MANNING & NAPIER ADVISORS, LLC

RIA
CRD#: 105992
HUNTING VALLEY, OH
Past

May 3, 2004 - August 4, 2026

MANNING & NAPIER INVESTOR SERVICES, INC.

BD
CRD#: 26266
PEPPER PIKE, OH
Past

June 30, 2003 - April 19, 2004

SHAKER INVESTMENTS

RIA
CRD#: 119135
BEACHWOOD, OH
Past

March 1, 2001 - April 12, 2004

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

April 10, 1995 - February 16, 2001

FIFTH THIRD/MAXUS SECURITIES INC

BD
CRD#: 6790
CLEVELAND, OH
Past

February 24, 1994 - March 7, 1995

CHASE GLOBAL SECURITIES, INC

BD
CRD#: 31994
CLEVELAND, OH

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/28/2005
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/11/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/22/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/11/1995
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/23/1994
Investment Company Products/Variable Contracts Representative Examination

Current Firm

M&
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | MANNING & NAPIER ADVISORY ADVANTAGE CORP | MANNING & NAPIER ADVISORY ADVANTAGE CORPORATION

CRD#: 106652 / SEC#: 801-37236

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Contact information

Main Address
290 Woodcliff Drive, Fairport, NY 14450
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC

CRD#: 106652

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