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CONRAD SIEGEL INVESTMENT ADVISORS

HARRISBURG, PA · CRD 123560 · IAPD ↗ · (717) 652-5633

$12.13BRegulatory AUM
23Advisory reps
29Employees
0Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — CONRAD SIEGEL INVESTMENT ADVISORS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
51
May 2024 — CONRAD SIEGEL INVESTMENT ADVISORS notice-filed in GA, NJ, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.