Conrad Siegel Investment Advisors

Conrad Siegel Investment Advisors (CRD# 123560) is a financial advisory firm headquartered in Harrisburg, PA. They manage $6,170,054,239 in 691 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,170
    MILLION
  • Total Number of Accounts
    691
    ACCOUNTS
  • Average Account Value
    $8,929,167
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY, PA, TX

Financial Advisors at Conrad Siegel Investment Advisors
Showing 1 - 10 of 25 top financial advisors.
1
Catherine L. Azeles
CRD#: 5147682
501 Corporate Circle, Harrisburg, PA 17110

Catherine Azeles (CRD# 5147682) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 14 years of experience in the finance industry. Catherine Azeles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tracy S. Burke
CRD#: 5204129
501 Corporate Circle, Harrisburg, PA 17110

Tracy Burke (CRD# 5204129) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 14 years of experience in the finance industry. Tracy Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bridget Q. Casher
CRD#: 5867510
501 Corporate Circle, Harrisburg, PA 17110

Bridget Casher (CRD# 5867510) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 9 years of experience in the finance industry.

4
Mark A. Dixon
CRD#: 4866459
201 Granite Run Dr., Suite 130, Lancaster, PA 17601

Mark Dixon (CRD# 4866459) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Lancaster, PA and has over 15 years of experience in the finance industry.

5
Sean M. Duffy
CRD#: 6067571
501 Corporate Circle, Harrisburg, PA 17110

Sean Duffy (CRD# 6067571) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 3 years of experience in the finance industry.

6
Nicholas P. Frankenstein
CRD#: 4858582
501 Corporate Circle, Harrisburg, PA 17110

Nicholas Frankenstein (CRD# 4858582) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 15 years of experience in the finance industry. Nicholas Frankenstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jonathan S. Gehman
CRD#: 4671218
501 Corporate Circle, Harrisburg, PA 17110

Jonathan Gehman (CRD# 4671218) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 17 years of experience in the finance industry.

8
Brian N. Graff
CRD#: 6054353
501 Corporate Circle, Harrisburg, PA 17110

Brian Graff (CRD# 6054353) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 8 years of experience in the finance industry.

9
Christine M. Hall
CRD#: 5771399
501 Corporate Circle, Harrisburg, PA 17110

Christine Hall (CRD# 5771399) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 10 years of experience in the finance industry.

10
Melissa L. Hoch
CRD#: 6724927
501 Corporate Circle, Harrisburg, PA 17110

Melissa Hoch (CRD# 6724927) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 3 years of experience in the finance industry.

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