Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2017-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfm Asset Management | Harrisburg | PA | 01/2016 | 10/2016 |
| Conrad Siegel Investment Advisers | Harrisburg | PA | 11/2016 | 09/2022 |
| Conrad Siegel Investment Advisers | Harrisburg | PA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-12 |
Reach out to this advisor