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Melissa Louise Hoch

Conrad Siegel Investment Advisors

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About Melissa Louise Hoch

Melissa Louise Hoch is a registered investment advisor representative with Conrad Siegel Investment Advisors. Melissa has been in the industry since April 2013. Melissa is based in Harrisburg, Pennsylvania. Melissa holds a Series 65 license and is currently active as an investment advisor. Melissa has experience working with a wide range of clients, including individuals, corporations, charitable organizations, insurance companies, and pension and profit sharing plans.

Firm Information

Melissa Hoch is currently registered with Conrad Siegel Investment Advisors. Conrad Siegel Investment Advisors, based in Harrisburg, Pennsylvania, is an investment advisory firm with over 20 investment adviser representatives. They offer a variety of services including financial planning, portfolio management for businesses and individuals, and 401(k) participant consulting and educational services. The firm manages over $9 billion in assets for clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Conrad Siegel Investment Advisors

501 CORPORATE CIRCLE

HARRISBURG, PA 17110

$9.04B

Assets Under Management

Not reported

Total Clients

21

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401(k) participant consulting and educational services

401(k) participant consulting and educational services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Melissa Hoch’s Registration & Firm History

PA

05/15/2017 - Present

Conrad Siegel Investment Advisors (HARRISBURG PA)

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Licenses & Designations

IA

Issued 05/12/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Louise Hoch.
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