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Tara Mashack-Behney

President at Conrad Siegel Investment Advisors

Investment adviser registrationHarrisburg, PASEC record checked 18 October 2026

23
Years in the industry
23
Years at the firm
1
Adviser firms
2
State registrations

IAPD record retrieved 18 October 2026SEC record

Tara Mashack-Behney is President of Conrad Siegel Investment Advisors, Inc., a Harrisburg investment adviser managing $12.1B. Tara Mashack-Behney has been registered through Conrad Siegel Investment Advisors since 11 November 2002, has 23 years in the industry across 1 firm and has passed the Series 65.

Role at Conrad Siegel Investment Advisors

Title on Schedule A
President
Control
Tara Mashack-Behney is a control person of Conrad Siegel Investment Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Tara Mashack-Behney has held the filed role since January 2009.

The firm

Conrad Siegel Investment Advisors, Inc.
Harrisburg, PA

Form ADV filed 4 September 2026

$12.1B AUM570 clients23 advisers3 offices

Career on record

Tara Mashack-Behney has been registered through Conrad Siegel Investment Advisors since November 2002.

Firms and exams, newest first
  1. Conrad Siegel Investment AdvisorsCurrent
    – present · 24 years
    Harrisburg, PA · Adviser representative · Firm CRD 123560
  2. Passed Series 65 · 2002

Registrations and exams

Tara Mashack-Behney has a current investment-adviser registration in Pennsylvania and Texas and has passed 1 qualifying exam.

Pennsylvania11 November 2002
Scope
Investment adviser representative
Status
Approved
Texas22 July 2005
Scope
Investment adviser representative
Status
Approved, resident

Examinations

Series 657 November 2002
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Tara Lee Mashack-Behney
CRD
4599084
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 lists Tara Mashack-Behney among its partners and consultants. Official firm biography

Common questions

Where does Tara Mashack-Behney work?

Tara Mashack-Behney has been President of Conrad Siegel Investment Advisors, Inc. since January 2009, and is a control person of the firm.

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

Is Tara Mashack-Behney a financial advisor?

Yes. Tara Mashack-Behney has a current investment-adviser registration in Pennsylvania and Texas, through Conrad Siegel Investment Advisors since November 2002, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Tara Mashack-Behney have?

Tara Mashack-Behney has worked in the financial industry for 23 years as of 18 October 2026, counted from 10 November 2002, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Tara Mashack-Behney passed?

Tara Mashack-Behney passed the Series 65 in November 2002.

Source: IAPD individual record, checked 18 October 2026

Where is Tara Mashack-Behney based?

Tara Mashack-Behney’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 4599084. 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 Tara Mashack-Behney 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.