Mark Conrad has been an investment adviser representative at Investor Advisory Group since August 2020, and is not listed among the firm’s executive officers or direct owners. Mark Conrad holds a B.S. in Chemical Engineering from North Carolina State University and a Master of Business Administration from East Carolina University.
Investor Advisory Group, LLC is a Charlotte, NC firm with $172M under management, 184 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Mark Conrad is Agent of The Investor Advisory Group, based in Charlotte, NC. He became a Registered Investment Adviser Representative in 2020 after working for over 40 years for DuPont and successor companies INVISTA and The LYCRA Company, the most recent 25 years in client-facing and business management roles. He established the firm's Charleston, SC location in 2021.
- Investor Advisory GroupCurrent– present · 6 yearsCharleston, SC · Adviser representative · Firm CRD 106837
Investment adviser representative registrations
Mark Conrad is registered as an investment adviser representative in 2 states. Each was approved in August 2020.
- North CarolinaSince 6 August 2020
- South CarolinaSince 6 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 July 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark T. Conrad
- CRD
- 7284090
- Firm
- Investor Advisory Group · CRD 106837
- Office
- Charleston, SC
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theiag.com
Where does Mark Conrad work?
Mark Conrad is an investment adviser representative registered through Investor Advisory Group, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Mark Conrad a financial advisor?
Yes. Mark Conrad has a current investment-adviser registration in North Carolina and South Carolina, through Investor Advisory Group since August 2020.
How many years of experience does Mark Conrad have?
Mark Conrad has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has Mark Conrad passed?
Mark Conrad passed the Series 65 in July 2020.
Where is Mark Conrad based?
Mark Conrad’s registered office is in Charleston, SC.
Is Mark Conrad registered with FINRA?
No. Mark Conrad has no current broker registration.
How can I verify Mark Conrad’s record?
Search CRD 7284090 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Conrad’s full registration record.