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Jeffrey Scott Myers

CONRAD SIEGEL INVESTMENT ADVISORS, INC.·HARRISBURG, Pennsylvania
Clean recordCONRAD SIEGEL INVESTMENT ADVISORS, INC.
501 CORPORATE CIRCLE, HARRISBURG, PA 17110CRD# 4595683Firm CRD# 123560

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Scott Myers · HARRISBURG, PA
Registration
CRD #4595683 · CONRAD SIEGEL INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Scott Myers is a registered financial advisor based in HARRISBURG, Pennsylvania, affiliated with CONRAD SIEGEL INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CONRAD SIEGEL INVESTMENT ADVISORS, INC.
CONRAD SIEGEL INVESTMENT ADVISORS
AUM
$9.0B
Regulatory assets under management
Employees
23
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4595683
Firm CRD# 123560
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Scott Myers offer?
Jeffrey Scott Myers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.
What are Jeffrey Scott Myers's credentials?
Jeffrey Scott Myers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Myers located?
Jeffrey Scott Myers 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 Jeffrey Scott Myers charge for services?
Jeffrey Scott Myers'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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