Conrad Harding Newman
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCJul 2026 to now
- Cetera Wealth Services, LLCJul 2026 to now
- Blueprint Financial GroupOct 2025 to Jul 2026
- Northwestern Mutual Wealth Management CompanyApr 2022 to Jul 2026
- Northwestern Mutual Investment Services LLCOct 2021 to Jul 2026
- Aaron YoungSep 2021 to Sep 2025
- Mitchell BarnesSep 2021 to Sep 2025
- PNC Bank, NAApr 2017 to Sep 2021
- PNC Investments, LLCSep 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KY).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6374609
- Firm CRD
- 105644