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CG

Conrad K. Gann

BLUE WATER MACRO
New York, NY
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CRD#: 4946046
CG

Professional summary


Conrad Kellogg Gann, who also goes by Conrad Gann, is a registered financial advisor currently at BLUE WATER MACRO located in New York, New York.

Conrad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Conrad has worked at 3 firms and has passed the Series 65 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Conrad Gann

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.
I provide strategic advice on an independent contractor / consulting basis to other companies. Since July 16, 2021 I am the full time COO of Vatic Investments, an investment related business located at 1140 6th Ave, New York, NY. Blue Water Macro trades overnight and I am not active with Vatic Investments at that time. My COO at Vatic duties involve investor relations and general management. On 10/25/2021 I became an advisor to Front Finance Inc, located at 1 Ferry Building Suite 201 San Francisco, California, 94111, an investment-related business, with a time commitment of about 1 to 2 calls a month on strategic fintech matters.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Conrad Kellogg Gann'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®
None

Experience


Current

June 3, 2021 - Present

BLUE WATER MACRO

RIA
CRD#: 314413
New York, NY
Past

September 23, 2010 - February 25, 2021

CEREBELLUM CAPITAL

RIA
CRD#: 152478
SAN FRANCISCO, CA
Past

August 12, 2005 - December 31, 2012

FCF ADVISORS LLC

RIA
CRD#: 135152
SAUSALITO, CA

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
(6/3/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/16/2005
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 4/23/2013
National Commodity Futures Examination

Current Firm


BW
BLUE WATER MACRO
BLUE WATER MACRO | ETF HEDGES | BLUE WATER MACRO LLC

CRD#: 314413 / SEC#:

California
Registered Investment Advisory firm - (6/3/2021 Approved)
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Contact information


Main Address
Larkspur, CA
Mailing Address
Phone number
(415) 779-5001
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 96,700

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


BLUE WATER MACRO

CRD#: 314413New York, NY

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