Unclaimed Profile

Thomas Leroy Zimmerman

CONRAD SIEGEL INVESTMENT ADVISORS, INC.·HARRISBURG, Pennsylvania

Series 6Clean record24 years registeredCONRAD 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. · 24 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

Jan 2002 – Sep 2017

HARRISBURG, PA

Registrations & Exams

FINRA examinations passed

Series 6

Registration record

First registered · January 15, 2002

Years registered · 24

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 Leroy Zimmerman offer?

Thomas Leroy Zimmerman specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with CONRAD SIEGEL INVESTMENT ADVISORS, INC..

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.

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