Rand Harrison Siegel

Employer firm

Bison Wealth, LLC CRD 299805

$2.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 03/2024
  Key Bank
  Plymouth Meeting, PA
• 06/2023 → 03/2024
  Key Investment Services Llc
  Brooklyn, OH
• 03/2024 → Present
  Bison Wealth, Llc
  Atlanta, GA

Previous Registrations

• 2024-04-02 → 2024-12-31
  Bison Wealth, Llc
  Atlanta, GA
  Ambler, PA
• 2023-08-25 → 2024-03-28
  Key Investment Services Llc
  Brooklyn, OH

Other Businesses

Investment Real Estate; 2142 N Wanamaker St Philadelphia PA 19131; purchased 9/1999; 0 during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2023-08-24
• S63 Uniform Securities Agent State Law Examination
  1999-08-11

Other Names

• Rand H Siegel