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Harvey Siegel

Apella Wealth

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About Harvey Siegel

Harvey Siegel is an investment advisor representative with Apella Wealth. Harvey Siegel is currently registered with the state of Connecticut and Massachusetts. Harvey Siegel has been in the securities industry for over 30 years. Harvey Siegel is a licensed professional and has passed the Series 4, 7, 24, 41, 53, 63, and 65 exams. Apella Wealth is a financial planning firm that offers a variety of services, including financial planning, portfolio management, and retirement planning. Apella Wealth has a strong focus on providing comprehensive financial advice to high-net-worth individuals, families, and charitable organizations.

Firm Information

Harvey Siegel is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee for financial planning services. fees for technology.

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Harvey Siegel’s Registration & Firm History

MA

03/20/2017 - Present

Apella Wealth (Lenox MA)

MA

03/04/1988 - 11/03/1999

WS SECURITIES INCORPORATED (LENOX MA)

NA

04/15/1982 - 06/05/1987

ATALANTA/SOSNOFF MANAGEMENT CORPORATION

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Licenses & Designations

IA

Issued 11/04/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/1990

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/30/1989

Series 4 - Registered Options Principal Examination

BC

Issued 01/19/1988

Series 24 - General Securities Principal Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

BC

Issued 03/20/1982

Series 41 - NYSE Allied Member Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harvey Siegel.
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