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Tracy Burke

Director at Conrad Siegel Investment Advisors

Investment adviser registrationHarrisburg, PASEC record checked 18 October 2026

18
Years in the industry
17
Years at the firm
2
Adviser firms
2
State registrations

IAPD record retrieved 18 October 2026SEC record

Tracy Burke is Director of Conrad Siegel Investment Advisors, Inc., a Harrisburg investment adviser managing $12.1B. Tracy Burke has been registered through Conrad Siegel Investment Advisors since 4 November 2008, has 18 years in the industry across 2 firms and has passed the Series 6, Series 63, Series 7 and Series 65.

Role at Conrad Siegel Investment Advisors

Title on Schedule A
Director
Control
Tracy Burke is a control person of Conrad Siegel Investment Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Tracy Burke has held the filed role since July 2015.

The firm

Conrad Siegel Investment Advisors, Inc.
Harrisburg, PA

Form ADV filed 4 September 2026

$12.1B AUM570 clients23 advisers3 offices

Career on record

Tracy Burke has been registered through Conrad Siegel Investment Advisors since November 2008, and before that through Lincoln Financial Advisors Corporation.

Firms and exams, newest first
  1. Conrad Siegel Investment AdvisorsCurrent
    – present · 18 years
    Harrisburg, PA · Adviser representative · Firm CRD 123560
  2. Lincoln Financial Advisors Corporation
    – · 1 year
    Etters, PA · Adviser representative · Firm CRD 3978
  3. Passed Series 65 · 2008
  4. Passed Series 7 · 2007
  5. Passed Series 6 and Series 63 · 2006

Registrations and exams

Tracy Burke has a current investment-adviser registration in Pennsylvania and Texas and has passed 4 qualifying exams.

Pennsylvania4 November 2008
Scope
Investment adviser representative
Status
Approved
Texas4 November 2008
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6512 January 2008
Name
Uniform Investment Adviser Law Examination
Series 6325 September 2006
Name
Uniform Securities Agent State Law Examination
Series 73 December 2007
Name
General Securities Representative Examination
Series 615 September 2006
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Tracy Scott Burke
CRD
5204129
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 Tracy Burke among its partners and consultants. Official firm biography

Common questions

Where does Tracy Burke work?

Tracy Burke has been Director of Conrad Siegel Investment Advisors, Inc. since July 2015, and is a control person of the firm.

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

Is Tracy Burke a financial advisor?

Yes. Tracy Burke has a current investment-adviser registration in Pennsylvania and Texas, through Conrad Siegel Investment Advisors since November 2008, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Tracy Burke have?

Tracy Burke has worked in the financial industry for 18 years as of 18 October 2026, counted from 23 March 2008, across 2 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Tracy Burke passed?

Tracy Burke has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in September 2006.

Source: IAPD individual record, checked 18 October 2026

Where did Tracy Burke work before Conrad Siegel Investment Advisors?

Before Conrad Siegel Investment Advisors, Tracy Burke was registered through Lincoln Financial Advisors Corporation, January 2008 to September 2008.

Source: IAPD individual record, checked 18 October 2026

Where is Tracy Burke based?

Tracy Burke’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 5204129. 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 Tracy Burke 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.