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David Preston Lytle

CONRAD SIEGEL INVESTMENT ADVISORS, INC.·HARRISBURG, Pennsylvania

Series 65Clean record11 years registeredCONRAD SIEGEL INVESTMENT ADVISORS, INC.

501 CORPORATE CIRCLE, HARRISBURG, PA 17110CRD# 6394008Firm CRD# 123560

Profile Verification

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

Identity

David Preston Lytle · HARRISBURG, PA

Registration

CRD #6394008 · CONRAD SIEGEL INVESTMENT ADVISORS, INC. · 11 years registered

Brand Profile

Not yet started

Career History

CONRAD SIEGEL INVESTMENT ADVISORS

Nov 2014 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 20, 2014

Years registered · 11

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 David Preston Lytle offer?

David Preston Lytle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.

What are David Preston Lytle's credentials?

David Preston Lytle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Preston Lytle located?

David Preston Lytle 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 David Preston Lytle charge for services?

David Preston Lytle'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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