Konrad Schroder, financial advisor San Diego CA
93 score

Konrad Schroder

CRD Number: 4468401
Current Firm: Park Avenue Securities LLC

Konrad Schroder (CRD# 4468401) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Diego, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Park Ave Secruities San Diego, CA Apr 2013 - Current 3
Guardian San Diego, CA Jan 2013 - Current 3
Linsco/private Ledger Corp. San Diego, CA Aug 2006 - Dec 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Nov 2004
Contact Info for Konrad M. Schroder
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • OH
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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