Unclaimed Profile

Conrad Murray Siegel

CONRAD SIEGEL INVESTMENT ADVISORS, INC.·HARRISBURG, Pennsylvania

Clean record23 years registeredCONRAD SIEGEL INVESTMENT ADVISORS, INC.

501 CORPORATE CIRCLE, HARRISBURG, PA 17110CRD# 4595686Firm CRD# 123560

Profile Verification

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

Identity

Conrad Murray Siegel · HARRISBURG, PA

Registration

CRD #4595686 · CONRAD SIEGEL INVESTMENT ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONRAD SIEGEL INVESTMENT ADVISORS, INC.

CONRAD SIEGEL INVESTMENT ADVISORS

Dec 2002 – Jul 2024

HARRISBURG, PA

Registrations & Exams

Registration record

First registered · December 10, 2002

Years registered · 23

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 Conrad Murray Siegel offer?

Conrad Murray Siegel specializes in Financial Planning, Investment Management, Wealth Management.

What are Conrad Murray Siegel's credentials?

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

Where is Conrad Murray Siegel located?

Conrad Murray Siegel is based in HARRISBURG, Pennsylvania, last registered with CONRAD SIEGEL INVESTMENT ADVISORS, INC..

How does Conrad Murray Siegel charge for services?

Conrad Murray Siegel'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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