AdvisorOS Directory
Claim Profile
Unclaimed Profile
TZ

Thomas Leroy Zimmerman

CONRAD SIEGEL INVESTMENT ADVISORS, INC.·HARRISBURG, Pennsylvania
Clean recordCONRAD SIEGEL INVESTMENT ADVISORS, INC.
501 CORPORATE CIRCLE, HARRISBURG, PA 17110CRD# 2692722Firm CRD# 123560

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Leroy Zimmerman · HARRISBURG, PA
Registration
CRD #2692722 · CONRAD SIEGEL INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Leroy Zimmerman 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

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

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# 2692722
Firm CRD# 123560
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
05

Frequently Asked Questions

What services does Thomas Leroy Zimmerman offer?
Thomas Leroy Zimmerman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.
What are Thomas Leroy Zimmerman's credentials?
Thomas Leroy Zimmerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Leroy Zimmerman located?
Thomas Leroy Zimmerman 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 Thomas Leroy Zimmerman charge for services?
Thomas Leroy Zimmerman'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 at CONRAD SIEGEL INVESTMENT ADVISORS, INC.

Robert James Dolan
HARRISBURG, PA
Jeffrey Scott Myers
HARRISBURG, PA
Robert Matthew Glus
HARRISBURG, PA
Tara Lee Mashack-Behney
HARRISBURG, PA
Abigail Susan Fortino
HARRISBURG, PA
Ashley Ann Wise
HARRISBURG, PA

More Advisors in HARRISBURG, Pennsylvania

John William Molloy
PFM ASSET MANAGEMENT LLC·HARRISBURG, PA
George Aldus Parmer
ENHANCING CAPITAL LLC·HARRISBURG, PA
Samuel Stanley Lindenberg
TEAM FINANCIAL MANAGERS, INC.·HARRISBURG, PA
Andrew Preston Leamon
TMFS-HARRISBURG, LLC·HARRISBURG, PA
Bruce Alan Smith
GRANDVIEW ASSET MANAGEMENT LLC·HARRISBURG, PA
Douglas Alan Erbert
TMFS-HARRISBURG, LLC·HARRISBURG, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)LANCASTER (80)NEWTOWN (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile