Niva WealthLet’s talk

David Lytle

Director at Conrad Siegel Investment Advisors

Investment adviser registrationHarrisburg, PASEC record checked 18 October 2026

11
Years in the industry
11
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

David Lytle is Director of Conrad Siegel Investment Advisors, Inc., a Harrisburg investment adviser managing $12.1B. David Lytle has been registered through Conrad Siegel Investment Advisors since 20 November 2014, has 11 years in the industry across 1 firm and has passed the Series 65.

Role at Conrad Siegel Investment Advisors

Title on Schedule A
Director
Control
David Lytle is a control person of Conrad Siegel Investment Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Lytle has held the filed role since July 2020.

The firm

Conrad Siegel Investment Advisors, Inc.
Harrisburg, PA

Form ADV filed 4 September 2026

$12.1B AUM570 clients23 advisers3 offices

Career on record

David Lytle has been registered through Conrad Siegel Investment Advisors since November 2014.

Firms and exams, newest first
  1. Conrad Siegel Investment AdvisorsCurrent
    – present · 12 years
    Harrisburg, PA · Adviser representative · Firm CRD 123560
  2. Passed Series 65 · 2014

Registrations and exams

David Lytle has a current investment-adviser registration in Pennsylvania and has passed 1 qualifying exam.

Pennsylvania20 November 2014
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6520 November 2014
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
David Preston Lytle
CRD
6394008
Firm
Conrad Siegel Investment Advisors, Inc.
Registration status
Investment adviser registration
Office
501 CORPORATE CIRCLE, Harrisburg, PA 17110
Firm bio
conradsiegel.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Conrad Siegel identifies David Lytle as a partner and CIO of Investment Advisory Services; his profile lists a BS in Mathematics from Penn State. Conrad Siegel official biography

Education

Common questions

Where does David Lytle work?

David Lytle has been Director of Conrad Siegel Investment Advisors, Inc. since July 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 4 September 2026

Is David Lytle a financial advisor?

Yes. David Lytle has a current investment-adviser registration in Pennsylvania, through Conrad Siegel Investment Advisors since November 2014, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does David Lytle have?

David Lytle has worked in the financial industry for 11 years as of 18 October 2026, counted from 19 November 2014, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has David Lytle passed?

David Lytle passed the Series 65 in November 2014.

Source: IAPD individual record, checked 18 October 2026

Where is David Lytle based?

David Lytle’s registered office is in Harrisburg, PA.

Source: IAPD individual record, checked 18 October 2026

Leadership at Conrad Siegel Investment Advisors

Sources

  1. IAPD individual record, CRD 6394008. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Conrad Siegel Investment Advisors, Inc., filed 4 September 2026. Title, control and ownership bands.
  3. Conrad Siegel Investment Advisors team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with David Lytle or Conrad Siegel Investment Advisors, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.