Conservative Equity Investment Advisors

Conservative Equity Investment Advisors (CRD# 147961) is a financial advisory firm headquartered in , . They manage $4,583,954 in 27 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $169,776
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, WA

Financial Advisors at Conservative Equity Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Peter G. Psaras
CRD#: 5702971
Fort Plain, NY
93
Wealthminder
score

Peter Psaras (CRD# 5702971) is an Investment Advisor Representative working at Conservative Equity Investment Advisors in Fort Plain, NY and has over 7 years of experience in the finance industry.

2
Mark D. Bern
CRD#: 2696351
700 Chinquapin Drive, Lyndhurst, VA 22952
90
Wealthminder
score

Mark Bern (CRD# 2696351) is an Investment Advisor Representative working at Conservative Equity Investment Advisors in Lyndhurst, VA and has over 20 years of experience in the finance industry.

3
Janet M. Pitman
CRD#: 1470820
55348 Firestone, La Quinta, CA 92253
87
Wealthminder
score

Janet Pitman (CRD# 1470820) is an Investment Advisor Representative working at Conservative Equity Investment Advisors in La Quinta, CA and has 1 year of experience in the finance industry.

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