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 17 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 16 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 30 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 10 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 4 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 9 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 21 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 14 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 32 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 31 years of experience in the finance industry.

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