Nathan
Bailey

Conrad Siegel Investment Advisors

CRD#6652610
Investment Advisor
in Harrisburg, PA

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About this Advisor

Nathan Bailey is a financial advisor based in Harrisburg, Pennsylvania, working with Conrad Siegel Investment Advisors. Nathan has previously held positions at Massmutual, Mml Investors Services, Ufinancial Group, Dick's Sporting Goods, Sweet Frog, Messiah College, Coastal Carolina University, Lebanon Valley College, Citizens Bank, Citizens Securities, Inc, Ameriprise Financial Services, Inc, and Conrad Siegel Investment Advisors. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Nathan is part of Conrad Siegel Investment Advisors, which operates out of Harrisburg, Pennsylvania. The firm has 2 offices and 22 employees. The firm manages assets totaling $7.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Conrad Siegel Investment Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

501 Corporate Circle
Harrisburg, PA 17110

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Conrad Siegel Investment Advisors Brokerage Details

Total Assets Under Management

$7,774,909,225

PA Average: $15,833,994,310
Total Number of Employees

22

PA Average: 41
Total Number of Accounts

957

PA Average: 3,342
Average Account Size

$8,124,252

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Nathan Bailey Work History

2023 - Present (1 year)

Conrad Siegel Investment Advisors

2021 - 2021 (< 1 year)

Citizens Securities, Inc

2021 - 2023 (2 years)

Conrad Siegel Investment Advisors

2019 - 2019 (< 1 year)

Citizens Bank

2019 - 2019 (< 1 year)

Citizens Securities, Inc

2019 - 2020 (1 year)

Ameriprise Financial Services, Inc

2017 - 2019 (2 years)

Massmutual

2016 - 2019 (3 years)

Mml Investors Services

2016 - 2018 (2 years)

Ufinancial Group

2016 - 2018 (2 years)

Messiah College

2015 - 2015 (< 1 year)

Dick'S Sporting Goods

2015 - 2015 (< 1 year)

Coastal Carolina University

2014 - 2015 (1 year)

Sweet Frog

2014 - 2015 (1 year)

Lebanon Valley College

Disclosures

Please visit the SEC profile of Nathan Bailey 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

Vaibhav Desai
Harrisburg, PA
Nathan Bailey
Harrisburg, PA
Justin Brubaker
Harrisburg, PA
David Lytle
Harrisburg, PA
Richard Lavery
Harrisburg, PA
Melissa Hoch
Harrisburg, PA
Sean Duffy
Harrisburg, PA
Brianna Mumma
Harrisburg, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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