Hazard & Siegel Advisory Services LLC

Hazard & Siegel Advisory Services LLC (CRD# 151462) is a financial advisory firm headquartered in Dewitt, NY. They manage $190,373,656 in 245 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $777,035
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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, MA, MD, NC, NY, OH, PA, SC, TX, VA

Financial Advisors at Hazard & Siegel Advisory Services LLC
Showing 1 - 10 of 14 top financial advisors.
1
John R. Decrescente
CRD#: 6643460
5793 Widewaters Parkway, Dewitt, NY 13214

John Decrescente (CRD# 6643460) 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.

2
Clyde Goldberg
CRD#: 223898
5793 Widewaters Parkway, Dewitt, NY 13214

Clyde Goldberg (CRD# 223898) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 33 years of experience in the finance industry.

3
Timothy J. Hoag
CRD#: 5386477
5793 Widewaters Parkway, Dewitt, NY 13214

Timothy Hoag (CRD# 5386477) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 13 years of experience in the finance industry.

4
Michael J. Lynch
CRD#: 6020139
5793 Widewaters Parkway, Dewitt, NY 13214

Michael Lynch (CRD# 6020139) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 8 years of experience in the finance industry.

5
Michael A. Merry
CRD#: 1463017
Erie, PA

Michael Merry (CRD# 1463017) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Erie, PA and has over 34 years of experience in the finance industry.

6
David M. Mullen
CRD#: 1327419
5793 Widewaters Parkway, Dewitt, NY 13214

David Mullen (CRD# 1327419) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 35 years of experience in the finance industry.

7
Richard T. Perry
CRD#: 2655276
5793 Widewaters Parkway, Dewitt, NY 13214

Richard Perry (CRD# 2655276) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 25 years of experience in the finance industry.

8
Michael P. Pfeuffer
CRD#: 4673412
5793 Widewaters Parkway, Dewitt, NY 13214

Michael Pfeuffer (CRD# 4673412) 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.

9
Stephen M. Polizzi
CRD#: 1037994
5793 Widewaters Parkway, Dewitt, NY 13214

Stephen Polizzi (CRD# 1037994) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 33 years of experience in the finance industry.

10
Heidi L. Rexford
CRD#: 4525092
5793 Widewaters Parkway, Dewitt, NY 13214

Heidi Rexford (CRD# 4525092) 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.

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