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Conrad Siegel Investment Advisors CRD 123560
$10.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
501 Corporate Circle, Harrisburg, PA 17110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Executive Benefits | Jamison | PA | 04/2013 | 05/2017 |
| Conrad Siegel Investment Advisors Inc. | Harrisburg | PA | 05/2017 | 07/2022 |
| Conrad Siegel Investment Advisors Inc. | Harrisburg | PA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-25 |
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