Bansari
Patel
Conrad Siegel Investment Advisors
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About this Advisor
Bansari Patel is a financial advisor operating out of Harrisburg, Pennsylvania with a total of 2 years of relevant experience. Patel is an advisor for Conrad Siegel Investment Advisors. Their career trajectory has included roles at Massmutual, Mml Investors Services, Washington And Jefferson College, Subway Restaurant, Choice Outlets, Hershey Medical Center, Northwest Bank, Lpl Financial LLC and Conrad Siegel Investment Advisors. Patel has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Conrad Siegel Investment Advisors is a financial advisory company headquartered in Harrisburg, PA. It has offices in two locations and a total of 26 financial advisors. It has $7 billion in assets between its 873 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 14 charitable organizations. Of its 873 client accounts, 31% are held by high-net-worth clients who have at least $1 million in assets available to invest. Conrad Siegel Investment Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors typically are based on which service is provided. Fee types billed by Conrad Siegel Investment Advisors most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Conrad Siegel Investment Advisors Brokerage Details
$6,987,640,642
26
873
$8,004,170
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Bansari Patel Work History
Bansari has been registered as a financial advisor for 2 years.*
Conrad Siegel Investment Advisors
Northwest Bank
Lpl Financial LLC
Hershey Medical Center
Choice Outlets
Mml Investors Services
Massmutual
Subway Restaurant
Washington And Jefferson College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bansari Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Conrad Siegel Investment Advisors
Harrisburg, PA
Harrisburg, PA
Lancaster, PA
Harrisburg, PA
Harrisburg, PA
Harrisburg, PA
Harrisburg, PA
Harrisburg, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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