Hazard & Siegel Advisory Services LLC

Hazard & Siegel Advisory Services LLC (CRD# 151462) is a financial advisory firm headquartered in Dewitt, NY. They manage $121,985,176 in 257 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $474,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NY, OH, PA, VA

Financial Advisors at Hazard & Siegel Advisory Services LLC
Showing 1 - 10 of 10 top financial advisors.
1
Brian L. Breisinger
CRD#: 4026230
5790 Widewaters Parkway, Dewitt, NY 13214
93
Wealthminder
score

Brian Breisinger (CRD# 4026230) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 18 years of experience in the finance industry.

2
Shane W. Galino
CRD#: 4167676
300 Bilmar Dr, Pittsburgh, PA 15205
93
Wealthminder
score

Shane Galino (CRD# 4167676) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Pittsburgh, PA and has over 17 years of experience in the finance industry.

3
Michael A. Merry
CRD#: 1463017
Erie, PA
93
Wealthminder
score

Michael Merry (CRD# 1463017) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Erie, PA and has over 31 years of experience in the finance industry.

4
Peter C. Ward
CRD#: 5104412
Cazenovia, NY
93
Wealthminder
score

Peter Ward (CRD# 5104412) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Cazenovia, NY and has over 11 years of experience in the finance industry.

5
Michael J. Lynch
CRD#: 6020139
5790 Widewaters Parkway, Dewitt, NY 13214
90
Wealthminder
score

Michael Lynch (CRD# 6020139) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 5 years of experience in the finance industry.

6
Timothy J. Hoag
CRD#: 5386477
5790 Widewaters Parkway, Dewitt, NY 13214
83
Wealthminder
score

Timothy Hoag (CRD# 5386477) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 10 years of experience in the finance industry.

7
Richard T. Perry
CRD#: 2655276
5790 Widewaters Parkway, Dewitt, NY 13214
81
Wealthminder
score

Richard Perry (CRD# 2655276) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 22 years of experience in the finance industry.

8
Heidi L. Rexford
CRD#: 4525092
5790 Widewaters Parkway, Dewitt, NY 13214
81
Wealthminder
score

Heidi Rexford (CRD# 4525092) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 15 years of experience in the finance industry.

9
Alfred J. Feronti
CRD#: 1013847
24500 Center Ridge Rd, Suite 220, Westlake, OH 44145
38
Wealthminder
score

Alfred Feronti (CRD# 1013847) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Westlake, OH and has over 34 years of experience in the finance industry.

10
David M. Mullen
CRD#: 1327419
5790 Widewaters Parkway, Dewitt, NY 13214
38
Wealthminder
score

David Mullen (CRD# 1327419) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 32 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.