Catherine Loretta Azeles
Investment adviser representative at Conrad Siegel Investment Advisors
2 yearsExperience
1 stateRegistered in
$12.1BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
2 years in the industry.
- Conrad Siegel Investment AdvisorsMar 2018 to now
- Conrad Siegel Investment Advisers, Inc.Mar 2018 to now
- Bb&t Securities, LLCJan 2018 to Mar 2018
- Bb&tJan 2016 to Mar 2018
- BbtisJan 2016 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
Conrad Siegel Investment Advisors
Legal name: Conrad Siegel Investment Advisors, Inc.
$12.1BAssets managed
570Clients
24Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5147682
- Firm CRD
- 123560