AdvisorOS Directory
Claim Profile
KE

Kevin Adam Erb

CONRAD SIEGEL INVESTMENT ADVISORS, INC.·HARRISBURG, Pennsylvania
Unclaimed Profile
501 CORPORATE CIRCLE, HARRISBURG, PA 17110CRD# 4595737Firm CRD# 123560
01

About

Kevin Adam Erb 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
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
View all advisors at CONRAD SIEGEL INVESTMENT ADVISORS, INC. →
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# 4595737
Firm CRD# 123560
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HARRISBURG?

Browse all registered financial advisors in HARRISBURG, Pennsylvania or claim this profile if it's yours.

Browse HARRISBURG AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin Adam Erb offer?
Kevin Adam Erb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.
What are Kevin Adam Erb's credentials?
Kevin Adam Erb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Adam Erb located?
Kevin Adam Erb 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 Kevin Adam Erb charge for services?
Kevin Adam Erb'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HARRISBURG
Robert James Dolan — CONRAD SIEGEL INVESTMENT ADVISORS, INC.Robert John Mrazik — CONRAD SIEGEL INVESTMENT ADVISORS, INC.David Henry Killick — CONRAD SIEGEL INVESTMENT ADVISORS, INC.Thomas Leroy Zimmerman — CONRAD SIEGEL INVESTMENT ADVISORS, INC.Kurt David Balderston — TMFS-HARRISBURG, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile