Hazard & Siegel Advisory Services LLC

Hazard & Siegel Advisory Services LLC (CRD# 151462) is a financial advisory firm headquartered in Dewitt, NY. They manage $138,846,858 in 400 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $347,117
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, NC, NY, OH, PA, SC, VA

Financial Advisors at Hazard & Siegel Advisory Services LLC
Showing 1 - 9 of 9 top financial advisors.
1
Michael J. Lynch
CRD#: 6020139
5790 Widewaters Parkway, Dewitt, NY 13214
93
Wealthminder
score

Michael Lynch (CRD# 6020139) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 6 years of experience in the finance industry.

2
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.

3
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 12 years of experience in the finance industry.

4
Timothy J. Hoag
CRD#: 5386477
5793 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.

5
Richard T. Perry
CRD#: 2655276
5793 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.

6
Heidi L. Rexford
CRD#: 4525092
5793 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.

7
Clyde Goldberg
CRD#: 223898
5793 Widewaters Parkway, Dewitt, NY 13214
71
Wealthminder
score

Clyde Goldberg (CRD# 223898) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Dewitt, NY and has over 30 years of experience in the finance industry.

8
Jason M. Venditti
CRD#: 4993775
5793 Widewaters Parkway, Dewitt, NY 13214
58
Wealthminder
score

Jason Venditti (CRD# 4993775) 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.

9
David M. Mullen
CRD#: 1327419
5793 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 33 years of experience in the finance industry.

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