Diversified Investment Strategies

Diversified Investment Strategies (CRD# 150615) is a financial advisory firm headquartered in , . They manage $21,416,793 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $549,149
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WV

Financial Advisors at Diversified Investment Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Bruce Conrad, financial advisor So. Charleston WV
Bruce P. Conrad
CRD#: 5684452
So. Charleston, WV

Bruce Conrad (CRD# 5684452) is an Investment Advisor Representative working at Diversified Investment Strategies in So. Charleston, WV and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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