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David Preston Lytle

Conrad Siegel Investment Advisors

Harrisburg, PA

CRD 6394008

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Employer firm

Conrad Siegel Investment Advisors CRD 123560

$10.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • 401(K) PARTICIPANT CONSULTING AND EDUCATIONAL SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Conrad Siegel Investment Advisors

501 Corporate Circle, Harrisburg, PA 17110 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-11-20
  • PA RA
    APPROVED
    Since 2014-11-20

Branch Locations

501 Corporate Circle, Harrisburg, PA 17110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Conrad Siegel Investment Advisors Inc. Harrisburg PA 07/2016 10/2019
Conrad Siegel Investment Advisors Inc. Harrisburg PA 10/2019 Present
  • 07/2016 → 10/2019
    Conrad Siegel Investment Advisors Inc.
    Harrisburg, PA
  • 10/2019 → Present
    Conrad Siegel Investment Advisors Inc.
    Harrisburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-20
  • S65 Uniform Investment Adviser Law Examination
    2014-11-20
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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