Conrad H. Gehrmann

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CRD#: 2620642

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.

Conrad H. Gehrmann was a registered financial professional .

Conrad is a previously registered financial professional and started their career in finance in 2000. Conrad had worked at 8 firms and has passed the Series 63, Series 65, Series 31, Series 7, Series 2 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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)

QUELLOS PRIVATE CAPITAL MARKETS, L.P.

RIA

CRD#: 135935

SEATTLE, WA

Past

November 6, 2000 - March 15, 2004

QUELLOS FIXED INCOME ADVISORS LLC

RIA

CRD#: 108912

SEATTLE, WA

Past

November 3, 2000 - April 6, 2006

QUELLOS CAPITAL MANAGEMENT LP

RIA

CRD#: 106683

SEATTLE, WA

Past

September 15, 2000 - October 24, 2005

CFT SECURITIES, LLC

CRD#: 46226

PRINCETON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LNW

KARETSKY/WETHERBY ASSET MANAGEMENT | WETHERBY ASSET MANAGEMENT LLC | WETHERBY ASSET MANAGEMENT | LNW | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD#: 107341 / SEC#: 801-36445

RIA

Registered Investment Advisory firm - (4/27/1990 Approved)

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.

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: 12/18/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/12/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 31

Date: 2/8/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/14/2000

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 8/1/1995

Non-Member General Securities Examination

Principal/Supervisory Exam

Series 24

Date: 6/5/1995

General Securities Principal Examination

Current Firm

LNW

KARETSKY/WETHERBY ASSET MANAGEMENT | WETHERBY ASSET MANAGEMENT LLC | WETHERBY ASSET MANAGEMENT | LNW | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD#: 107341 / SEC#: 801-36445

RIA

Registered Investment Advisory firm - (4/27/1990 Approved)

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Contact information

Main Address

801 Second Avenue, Suite 1600, Seattle, WA 98104

Mailing Address

Phone number

(206) 464-5100

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC DECEMBER 2025 (12/3/2025)

Regulatory assets under management

Total Number of Accounts	6,068
AUM (Assets Under Management)	$ 12,230,221,045

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/18/2025	Cover Page	Report
11/20/2024	Cover Page	Report
01/25/2024	Cover Page	Report
02/24/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Conrad H. Gehrmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LNW

FILAMENT, LLC

FILAMENT, LLC

QUELLOS FUND SERVICES, LLC

QUELLOS PRIVATE CAPITAL MARKETS, L.P.

QUELLOS FIXED INCOME ADVISORS LLC

QUELLOS CAPITAL MANAGEMENT LP

CFT SECURITIES, LLC

Primary Firm SEC Registration

LNW

State Registrations and Notice Filings

Exams

Series 63

Date: 12/18/2000

Series 65

Date: 5/12/1995

Series 31

Date: 2/8/2001

Series 7

Date: 9/14/2000

Series 2

Date: 8/1/1995

Series 24

Date: 6/5/1995

Current Firm

LNW

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LNW

TRUST BUT VERIFY

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