Conrad E. Seastrunk

SEASTRUNK FINANCIAL MANAGEMENT

Florence, SC 29501

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CRD#: 6749813

Professional summary

Conrad Eric Seastrunk Jr, 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 2017. Conrad 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 Conrad Eric Seastrunk Jr'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: 2022

Experience

Current

March 14, 2017 - Present

SEASTRUNK FINANCIAL MANAGEMENT, LLC

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

RIA

CRD#: 149660

Florence, SC

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

South Carolina
(3/14/2017)

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: 3/14/2017

Uniform Investment Adviser Law 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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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 Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEASTRUNK FINANCIAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/14/2017

Current Firm

SEASTRUNK FINANCIAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SEASTRUNK FINANCIAL MANAGEMENT, LLC

TRUST BUT VERIFY

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