Nathan Bailey, financial advisor Harrisburg PA

Nathan Bailey

CRD Number: 6652610
Current Firm: Conrad Siegel Investment Advisors

Nathan Bailey (CRD# 6652610) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Conrad Siegel Investment Advisors Harrisburg, PA Jun 2021 - Current < 1
Citizens Securities, Inc. Mechanicsburg, PA Mar 2021 - Jun 2021 < 1
Ameriprise Financial Services, Inc. Greensburg, PA Sep 2019 - Dec 2020 1
Citizens Bank Verona, PA Feb 2019 - Sep 2019 < 1
Citizens Securities, Inc. Verona, PA Feb 2019 - Sep 2019 < 1
Massmutual Mechanicsburg, PA Sep 2017 - Jan 2019 1
Mml Investors Services Mechanicsburg, PA May 2016 - Jan 2019 2
Messiah College Mechanicsburg, PA Jan 2016 - Dec 2018 2
Ufinancial Group Mechanicsburg, PA May 2016 - Aug 2018 2
Coastal Carolina University Conway, SC Aug 2015 - Dec 2015 < 1
Dick's Sporting Goods Mechanicsburg, PA Feb 2015 - Aug 2015 < 1
Sweet Frog Mechanicsburg, PA Apr 2014 - Feb 2015 < 1
Lebanon Valley College Annville, PA Aug 2014 - Jan 2015 < 1
Grove City College Grove City, PA Jul 2013 - May 2014 < 1
Cumberland Valley High School Mechanicsburg, PA Jul 2009 - Jun 2013 3
Giant Food Stores Mechanicsburg, PA Aug 2012 - Dec 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Nathan R. Bailey
Phone Number: (717) 652-5633
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,888
    MILLIONS
  • Total Number of Accounts
    761
    ACCOUNTS
  • Average Account Value
    $10,365,334
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, NY, PA, TX

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