Scott Anthony Conrad
Investment adviser representative at Primerica Advisors
24 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Scott Anthony Conrad? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Perrysburg SchoolsAug 2025 to now
- Unison HealthJun 2017 to now
- Pfs Investments Inc.May 2002 to now
- Primerica Financial ServicesJan 2002 to now
- Hospice of Northwest OhJun 2016 to Jun 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Primerica Advisors
Legal name: Pfs Investments Inc.
$15.5BAssets managed
67,816Clients
4,004Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4540198
- Firm CRD
- 10111