Michael R. Hoyle
CONRAD SIEGEL INVESTMENT ADVISORS
HARRISBURG, PA 17110
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CRD#: 6710235
Michael Richard HoyleCONRAD SIEGEL INVESTMENT ADVISORS
Professional summary
Michael Richard Hoyle, CFP®, CPWA® is a registered financial advisor currently at CONRAD SIEGEL INVESTMENT ADVISORS located in Harrisburg, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Min. Asset: Under $50K
Services Offered
Tax Planning
Comprehensive Financial Planning
Investment Planning
Estate Planning
Retirement Planning
Insurance Planning
Specializations
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Biography
Mike brings a unique skill set to the firm’s investment team after working with Conrad Siegel’s actuarial sector on defined benefit pension plans for 5 years. Backed by his actuarial education and experience, Mike brings his analytical skills to the forefront of our client relationships and their financial success. This is exactly why Mike transitioned from his actuarial role to his current position on the investment team where he enjoys more face-to-face interaction with clients and an accompanying sense of fulfillment from truly helping others.
Mike keeps busy outside of the office spending much of his time working on renovation and landscaping projects for his home. To relax, Mike enjoys mountain biking, skiing, beach vacations, and exploring with his wife on his motorcycle.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Richard Hoyle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
CPWA®
Start date: 2022-08-29
Expire date: 2024-07-31
Experience
Current
January 20, 2017 - Present
CONRAD SIEGEL INVESTMENT ADVISORS
Office #1: 501 Corporate Circle, Harrisburg, PA 17110RIA
CRD#: 123560
HARRISBURG, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CONRAD SIEGEL INVESTMENT ADVISORS
CMS INVESTMENT ADVISORS INC. | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | CONRAD SIEGEL INVESTMENT ADVISORS | CMS INVESTMENT ADVISORS, INC.
CRD#: 123560 / SEC#: 801-62505
RIA
Registered Investment Advisory firm - (11/14/2003 Approved)Pennsylvania
Registered Investment Advisory firm - (12/5/2003 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(1/20/2017)
IAR
Texas(5/28/2021)
Current Firm
CONRAD SIEGEL INVESTMENT ADVISORS
CMS INVESTMENT ADVISORS INC. | CONRAD SIEGEL INVESTMENT ADVISORS, INC. | CONRAD SIEGEL INVESTMENT ADVISORS | CMS INVESTMENT ADVISORS, INC.
CRD#: 123560 / SEC#: 801-62505
RIA
Registered Investment Advisory firm - (11/14/2003 Approved)Pennsylvania
Registered Investment Advisory firm - (12/5/2003 Terminated)Loading...
Contact information
Main Address
501 Corporate Circle, Harrisburg, PA 17110
Mailing Address
Phone number
(717) 652-5633
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,085 |
| AUM (Assets Under Management) | $ 10,118,593,493 |
Red Flags
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