Mark T. Conrad
Investment adviser representative at Investor Advisory Group
19 yearsExperience
2 statesRegistered in
$172.1MFirm assets
12 yearsFirm in business
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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
Experience
19 years in the industry.
- Investor Advisory Group, LLCAug 2020 to now
- UnemployedOct 2019 to Jul 2020
- The Lycra CompanyFeb 2019 to Sep 2019
- Invista SarlOct 2007 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Investor Advisory Group
Legal name: Investor Advisory Group, LLC
$172.1MAssets managed
184Clients
4Advisers
12 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
- 7284090
- Firm CRD
- 106837