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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 | 2017-07-11 |
Branch Locations
201 Granite Run Dr. Suite 130, Lancaster, PA 17601 • United States
501 Corporate Circle, Harrisburg, PA 17110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Friends Animal Society | Kanab | UT | 02/2012 | 01/2017 |
| Conrad Siegel Investment Advisors Inc. | Harrisburg | PA | 05/2017 | Present |
| Unemployed | Kanab | UT | 01/2017 | 03/2017 |
| Unemployed | Lancaster | PA | 04/2017 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-11 |
| S66 | Uniform Combined State Law Examination | 2005-06-21 |
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