Conrad Siegel Investment Advisors

Conrad Siegel Investment Advisors (CRD# 123560) is a financial advisory firm headquartered in Harrisburg, PA. They manage $7,774,909,225 in 957 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,775
    MILLION
  • Total Number of Accounts
    957
    ACCOUNTS
  • Average Account Value
    $8,124,252
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
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MD, NY, PA, TX

Financial Advisors at Conrad Siegel Investment Advisors
Showing 1 - 10 of 22 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 17 years of experience in the finance industry.

2
Nathan R. Bailey
CRD#: 6652610
501 Corporate Circle, Harrisburg, PA 17110

Nathan Bailey (CRD# 6652610) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 5 years of experience in the finance industry.

3
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 17 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 18 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 6 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 19 years of experience in the finance industry.

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 20 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 11 years of experience in the finance industry.

9
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 6 years of experience in the finance industry.

10
Michael R. Hoyle
CRD#: 6710235
501 Corporate Circle, Harrisburg, PA 17110

Michael Hoyle (CRD# 6710235) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 7 years of experience in the finance industry.

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