CONSERVEST CAPITAL ADVISORS INC
CRD #111353 SEC #801-44462 WYNNEWOOD, PA 610-642-9588
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
6
Clients
251
Accounts
298
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHISM, PATRICK, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | Control |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | Control |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | Control |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | |
| COPELAND, CHRISTINA, FRANCESCA | I | PRINCIPAL | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LORINE, DAVID, JON | I | PRINCIPAL | NA | Control |
| LORINE, DAVID, JON | I | PRINCIPAL | NA | Control |
| LORINE, DAVID, JON | I | PRINCIPAL | NA | Control |
| LORINE, DAVID, JON | I | PRINCIPAL | NA | Control |
| LORINE, DAVID, JON | I | PRINCIPAL | NA | |
| LORINE, DAVID, JON | I | PRINCIPAL | NA | |
| LORINE, DAVID, JON | I | PRINCIPAL | NA | |
| LORINE, DAVID, JON | I | PRINCIPAL | NA | |
| LORINE, DAVID, JON | I | PRINCIPAL | NA | |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| SCHNEIDER, ROBERT, JOSEPH | I | MANAGING DIRECTOR | NA | |
| SINDONI, KRISTIN | I | PRINCIPAL | NA | |
| SINDONI, KRISTIN | I | PRINCIPAL | NA | |
| SINDONI, KRISTIN | I | PRINCIPAL | NA | |
| SINDONI, KRISTIN | I | PRINCIPAL | NA | |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
| KARDON, BRUCE, EUGENE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (12)
AZ CA CT DE FL MA NC NJ NY PA VA VT
Address
257 E. LANCASTER AVENUESUITE 205
WYNNEWOOD, PA 19096
United States
Phone: 610-642-9588