Chao Yang (CRD# 6379190) is an Investment Advisor Representative working at Conrad Capital Management, Inc. in Hauppauge, NY and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Conrad Capital Management, Inc. | Hauppauge, NY | Jul 2014 - Current | 9 |
| Hofstra University | New York, NY | Sep 2012 - Jun 2014 | 1 |
- NY
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts644ACCOUNTS
-
Average Account Value$133,270
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NJ, NY
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