Vaibhav
Desai

Conrad Siegel Investment Advisors

CRD#7060889
Investment Advisor
in Harrisburg, PA

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About this Advisor

Vaibhav Desai is a financial advisor operating in Harrisburg, Pennsylvania who has 4 years of relevant experience. Desai is an advisor for Conrad Siegel Investment Advisors. Throughout their career, they have worked at Penn State University, Hm Health Solutions, Cumberland Valley High School, Conrad M. Siegel, Inc and Conrad Siegel Investment Advisors. Desai holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Pennsylvania. Conrad Siegel Investment Advisors is a firm based in Harrisburg, PA. It has offices in two locations and a total of 26 people on staff. It oversees $7 billion in total assets between its 873 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 14 charitable organizations. Of its 873 client accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors typically vary depending on the type of financial services offered. Fee types billed by Conrad Siegel Investment Advisors most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

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

$6,987,640,642

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

26

PA Average: 41
Total Number of Accounts

873

PA Average: 3,342
Average Account Size

$8,004,170

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

Vaibhav Desai Work History

Vaibhav has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Conrad Siegel Investment Advisors

2018 - 2018 (< 1 year)

Conrad M. Siegel, Inc

2017 - 2017 (< 1 year)

Hm Health Solutions

2014 - 2018 (4 years)

Penn State University

2011 - 2014 (3 years)

Cumberland Valley High School

*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 Vaibhav Desai 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

Sean Duffy
Harrisburg, PA
Melissa Hoch
Harrisburg, PA
Brianna Mumma
Harrisburg, PA
Mark Dixon
Lancaster, PA
Michael Hoyle
Harrisburg, PA
Catherine Azeles
Harrisburg, PA
Thomas Terhaar
Harrisburg, PA
Bansari Patel
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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