Casey Michael Conrad
Investment Adviser Representative at EP Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Casey Michael Conrad is an investment adviser representative with EP Wealth Advisors in Denver, CO, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with Capital Client Group, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Colorado.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Capital Group - American Funds Distributors, Inc.Apr 2022 – Sep 2023San Antonio, TX
- Pentagon Federal Credit UnionAug 2020 – Mar 2022San Antonio, TX
- Best BuyOct 2016 – Jan 2017San Antonio, TX
- Woodforest National BankJan 2017 – Oct 2017San Antonio, TX
- Security Service Federal Credit UnionOct 2017 – Jan 2019San Antonio, TX
- Randolph Brooks Federal Credit UnionJan 2019 – Aug 2020San Antonio, TX
- Tarleton State UniversityAug 2019 – Dec 2020Stephenville, TX
- Alamo CollegesJun 2016 – May 2019San Antonio, TX
- Infinite RaresDec 2022 – no end date reportedSan Antonio, TX
- Capital Group - American Funds Distributors, Inc.Sep 2023 – Jun 2025San Antonio, TX
- EP Wealth Advisors, LLC.Jun 2025 – no end date reportedTorrance, CA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About EP Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 322
- Offices listed on AdvisorFinder:
- 40
- Main office:
- Torrance, CA
- SEC file number:
- 801-29358
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at EP Wealth Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Casey Michael Conrad has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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