Unclaimed Profile

Frank William Siegel

COLUMBUS INVESTMENT ADVISORY INC.·NEW ALBANY, Ohio

Series 6, Series 7, Series 8, Series 24, Series 63, Series 65Clean record13 years registeredCOLUMBUS INVESTMENT ADVISORY INC.

68 NORTH HIGH STREET, NEW ALBANY, OH 43054-7101CRD# 814006Firm CRD# 104595

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frank William Siegel · NEW ALBANY, OH

Registration

CRD #814006 · COLUMBUS INVESTMENT ADVISORY INC. · 13 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Oct 2025 – present

COONS ADVISORS

Sep 2012 – Sep 2025

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · September 7, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLUMBUS INVESTMENT ADVISORY INC.

CRD 104595 · SEC 801-51052

AUM

$345M

Regulatory assets under management

Employees

104 client accounts

Services offered by COLUMBUS INVESTMENT ADVISORY INC.

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at COLUMBUS INVESTMENT ADVISORY INC. →

Introduction

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Frequently Asked Questions

What services does Frank William Siegel offer?

Frank William Siegel specializes in Investment Management. Contact their office in NEW ALBANY, Ohio for a consultation.

What are Frank William Siegel's credentials?

Frank William Siegel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank William Siegel located?

Frank William Siegel is based in NEW ALBANY, Ohio, working with COLUMBUS INVESTMENT ADVISORY INC.. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.

How does Frank William Siegel charge for services?

Frank William Siegel's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLUMBUS INVESTMENT ADVISORY INC.?

COLUMBUS INVESTMENT ADVISORY INC. has approximately 8 employees and manages $345M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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