Adviser and broker representative · Golden State Wealth Management, LLC
Conrad D. Travassos
CRD 7926740 · Carlsbad, CA
At a glance
Conrad D. Travassos is an investment adviser representative with Golden State Wealth Management, LLC in Carlsbad, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Conrad’s SEC record dates to 2025, about 1 years ago. Conrad is also registered as a broker representative.
Current advisory firm
- Golden State Wealth Management, LLCSince October 2025Carlsbad, CA · $2.2B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Conrad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.