Michael Lynch (CRD# 6020139) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 12 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hazard & Siegel Advisory Services LLC | Syracuse, NY | Jan 2019 - Current | 5 |
| Hazard & Siegel Inc. | Syracuse, NY | Jan 2019 - Current | 5 |
| Crown Risk Management LLC | Syracuse, NY | Jul 2018 - Current | 5 |
| Peter Derrenbacker | East Syracuse, NY | Apr 2018 - Jul 2018 | < 1 |
| James Shields | East Syracuse, NY | Apr 2018 - Jul 2018 | < 1 |
| Northwestern Mutual Investment Services LLC | E Syracuse, NY | Apr 2018 - Jul 2018 | < 1 |
| Excellus Blue Cross Blue Shield | Syracuse, NY | Aug 2017 - Apr 2018 | < 1 |
| Hazard And Siegel Inc. | Dewitt, NY | Jul 2012 - Dec 2017 | 5 |
| Hazard And Siegel Advisory Services | Dewitt, NY | Jan 2012 - Dec 2017 | 5 |
| Crown Risk Management LLC | Syracuse, NY | Oct 2010 - Aug 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2012 |
- NY
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Total Assets Under Management342MILLIONS
-
Total Number of Accounts294ACCOUNTS
-
Average Account Value$1,164,847
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CO, CT, FL, MA, MD, NC, NY, OH, PA, SC, TX, VA
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