CONSERVATIVE EQUITY INVESTMENT ADVISORS

CONSERVATIVE EQUITY INVESTMENT ADVISORS is an SEC-registered investment adviser (CRD 147961). Regulatory assets under management: $5.6M.

Registration

• CRD: 147961
• Type: Registered investment adviser
• Phone: 518-853-6008
• Latest filing: 2026-03-17
• Regulatory AUM: $5.6M
• Discretionary AUM: $5.6M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147961 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search