Harvey Siegel, financial advisor Lenox MA

Harvey Siegel

CRD Number: 1072771
Current Firm: Apella Capital

Harvey Siegel (CRD# 1072771) is an Investment Advisor Representative working at Apella Capital in Lenox, MA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Apella Capital, LLC Glastonbury, CT Oct 2016 - Current 3
Symmetry Partners, LLC Glastonbury, CT Oct 2016 - Feb 2019 2
Arc Investment Planning & Management, Inc. Lenox, MA Sep 2004 - Mar 2017 12
Ws Securities Incorporated Lenox, MA Nov 1987 - Mar 2017 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Harvey Siegel
Phone Number: 860.785.2260
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    549
    MILLIONS
  • Total Number of Accounts
    1,979
    ACCOUNTS
  • Average Account Value
    $277,413
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA, VT

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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