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).
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Total Assets Under Management7,775MILLION
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Total Number of Accounts957ACCOUNTS
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Average Account Value$8,124,252
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, FL, LA, MD, NY, PA, TX
Cassie Khoshnevissan (CRD# 6360565) 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.
David Lytle (CRD# 6394008) 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.
Tara Mashack-Behney (CRD# 4599084) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 21 years of experience in the finance industry.
Jeffrey Myers (CRD# 4595683) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has 1 year of experience in the finance industry.
Brooke Petersen (CRD# 5764068) 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.
Thomas Reese (CRD# 4599118) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 21 years of experience in the finance industry.
Conrad Siegel (CRD# 4595686) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has 1 year of experience in the finance industry.
Thomas Terhaar (CRD# 2437229) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 30 years of experience in the finance industry.
Vaibhav Desai (CRD# 7060889) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 4 years of experience in the finance industry.
Laura Hess (CRD# 5968883) 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.