Unclaimed Profile

Tracy Scott Burke

CONRAD SIEGEL INVESTMENT ADVISORS, INC.·HARRISBURG, Pennsylvania

Series 6, Series 7, Series 63, Series 65Clean record18 years registeredCONRAD SIEGEL INVESTMENT ADVISORS, INC.

501 CORPORATE CIRCLE, HARRISBURG, PA 17110CRD# 5204129Firm CRD# 123560

Profile Verification

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

Identity

Tracy Scott Burke · HARRISBURG, PA

Registration

CRD #5204129 · CONRAD SIEGEL INVESTMENT ADVISORS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

CONRAD SIEGEL INVESTMENT ADVISORS

Nov 2008 – present

LINCOLN FINANCIAL ADVISORS CORPORATION

Jan 2008 – Sep 2008

ETTERS, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 23, 2008

Years registered · 18

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 Tracy Scott Burke offer?

Tracy Scott Burke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.

What are Tracy Scott Burke's credentials?

Tracy Scott Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tracy Scott Burke located?

Tracy Scott Burke 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 Tracy Scott Burke charge for services?

Tracy Scott Burke'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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