Unclaimed Profile

Thomas Wayne Reese

CONRAD SIEGEL INVESTMENT ADVISORS, INC.·HARRISBURG, Pennsylvania

Series 65Clean record23 years registeredCONRAD SIEGEL INVESTMENT ADVISORS, INC.

501 CORPORATE CIRCLE, HARRISBURG, PA 17110CRD# 4599118Firm CRD# 123560

Profile Verification

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

Identity

Thomas Wayne Reese · HARRISBURG, PA

Registration

CRD #4599118 · 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 – Aug 2025

HARRISBURG, PA

Registrations & Exams

FINRA examinations passed

Series 65

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 Thomas Wayne Reese offer?

Thomas Wayne Reese specializes in Financial Planning, Investment Management, Wealth Management.

What are Thomas Wayne Reese's credentials?

Thomas Wayne Reese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Wayne Reese located?

Thomas Wayne Reese is based in HARRISBURG, Pennsylvania, last registered with CONRAD SIEGEL INVESTMENT ADVISORS, INC..

How does Thomas Wayne Reese charge for services?

Thomas Wayne Reese'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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