Richard Lavery
Investment adviser representative at Conrad Siegel Investment Advisors
13 yearsExperience
1 stateRegistered in
$12.1BFirm assets
22 yearsFirm in business
Are you Richard Lavery? Claim your profile
Contact this firm
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
13 years in the industry.
- Conrad Siegel Investment AdvisorsOct 2023 to now
- Conrad Siegel Investment AdvisoryFeb 2023 to now
- UnemployedSep 2021 to Jan 2023
- Macy'sMay 2021 to Aug 2021
- Men's WarehouseMay 2021 to Aug 2021
- UnemployedSep 2019 to Apr 2021
- Ifs Group 1May 2019 to Aug 2019
- StudentSep 2013 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7808782
- Firm CRD
- 123560