Paul G. Condrat

DAVIDSON INVESTMENT ADVISORS

CARLSBAD, CA 92008

Some features on this profile are disabled

CRD#: 4807776

Professional summary

Paul Gilbert Condrat is a registered financial advisor currently at DAVIDSON INVESTMENT ADVISORS, INC. located in Carlsbad, California.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Paul has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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 Paul Gilbert Condrat's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 24, 2004 - Present

DAVIDSON INVESTMENT ADVISORS, INC.

Office #1: 1921 Palomar Oaks Wy Suite 102, Carlsbad, CA 92008

RIA

CRD#: 110552

CARLSBAD, CA

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".

DAVIDSON INVESTMENT ADVISORS, INC.

CAPRIN ASSET MANAGEMENT, A DIVISION OF DAVIDSON INVESTMENT ADVISORS | SEACAP INVESTMENT ADVISORS | N/A | DAVIDSON INVESTMENT ADVISORS, INC.

CRD#: 110552 / SEC#: 801-10883

RIA

Registered Investment Advisory firm - (8/8/1975 Approved)

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

California
(1/2/2020)

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

IAR

Series 65

Date: 8/14/2004

Uniform Investment Adviser Law Examination

Current Firm

DAVIDSON INVESTMENT ADVISORS, INC.

CAPRIN ASSET MANAGEMENT, A DIVISION OF DAVIDSON INVESTMENT ADVISORS | SEACAP INVESTMENT ADVISORS | N/A | DAVIDSON INVESTMENT ADVISORS, INC.

CRD#: 110552 / SEC#: 801-10883

RIA

Registered Investment Advisory firm - (8/8/1975 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8 Third Street North, Great Falls, MT 59401-3104

Mailing Address

Phone number

(406) 727-6111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAVIDSON INVESTMENT ADVISORS FIRM BROCHURE (8/29/2025)

CAPRIN, A DIVISION OF DAVIDSON INVESTMENT ADVISORS FIRM BROCHURE (8/29/2025)

DAVIDSON INVESTMENT ADVISORS WRAP BROCHURE (8/29/2025)

Regulatory assets under management

Total Number of Accounts	4,368
AUM (Assets Under Management)	$ 5,033,311,528

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/13/2025	Cover Page	Report
09/27/2024	Cover Page	Report
11/13/2023	Cover Page	Report
12/22/2022	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.

Similar Advisors

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Lorenzo Lucas

J.P. MORGAN SECURITIES LLC

La Jolla, CA

Brennan Fontana

LIDO

IAR

San Diego, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul G. Condrat

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Gilbert Condrat's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVIDSON INVESTMENT ADVISORS, INC.

Primary Firm SEC Registration

DAVIDSON INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/2004

Current Firm

DAVIDSON INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DAVIDSON INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

Similar Advisors