Conservest Capital Advisors Inc

CRD 111353 · Wynnewood, PA · $1.9B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 111353
SEC number: 801-44462
Firm type: RIA
Assets under management: $1.9B as of Mar 26, 2026
Website: conservest.com ↗
Phone: 610-642-9588
Address: 257 E. Lancaster Avenue, Wynnewood, PA, 19096

Advisors at this firm

7 in our index · page 1 of 1

Christina Francesca CopelandCRD 4134134 · Wynnewood, PA

IA Registered
William Maclay HallCRD 6081057 · Wynnewood, PA

IA RegisteredRegistration inactive
Bruce Eugene KardonCRD 2373039 · Wynnewood, PA

IA Registered
David Jon LorineCRD 4362989 · Wynnewood, PA

IA Registered
Brendan MoleskiCRD 5809385 · Wynnewood, PA

IA Registered
Lacy RedwineCRD 7430841 · Wynnewood, PA

IA Registered

Disclosure event(s) on record
Kristin SindoniCRD 5581613 · Wynnewood, PA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 111353 ↗ FINRA BrokerCheck record for firm CRD 111353 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.