Unclaimed Profile

Catherine Loretta Azeles

CONRAD SIEGEL INVESTMENT ADVISORS, INC.·HARRISBURG, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record13 years registeredCONRAD SIEGEL INVESTMENT ADVISORS, INC.

501 CORPORATE CIRCLE, HARRISBURG, PA 17110CRD# 5147682Firm CRD# 123560

Profile Verification

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

Identity

Catherine Loretta Azeles · HARRISBURG, PA

Registration

CRD #5147682 · CONRAD SIEGEL INVESTMENT ADVISORS, INC. · 13 years registered

Brand Profile

Not yet started

Career History

CONRAD SIEGEL INVESTMENT ADVISORS

Mar 2018 – present

BB&T SECURITIES, LLC

Jan 2018 – Mar 2018

CAMP HILL, PA

BB&T INVESTMENT SERVICES, INC.

Jan 2016 – Jan 2018

CAMP HILL, PA

PNC INVESTMENTS

Sep 2012 – Feb 2016

CAMP HILL, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · September 21, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONRAD SIEGEL INVESTMENT ADVISORS, INC.

CRD 123560 · SEC 801-62505

AUM

$9.0B

Regulatory assets under management

Employees

1,011 client accounts

Services offered by CONRAD SIEGEL INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONRAD SIEGEL INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Catherine Loretta Azeles offer?

Catherine Loretta Azeles specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.

What are Catherine Loretta Azeles's credentials?

Catherine Loretta Azeles holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Catherine Loretta Azeles located?

Catherine Loretta Azeles is based in HARRISBURG, Pennsylvania, working with CONRAD SIEGEL INVESTMENT ADVISORS, INC.. Their office serves clients in the HARRISBURG metropolitan area and surrounding communities.

How does Catherine Loretta Azeles charge for services?

Catherine Loretta Azeles's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONRAD SIEGEL INVESTMENT ADVISORS, INC.?

CONRAD SIEGEL INVESTMENT ADVISORS, INC. has approximately 23 employees and manages $9.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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