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HAZARD & SIEGEL ADVISORY SERVICES LLC

CRD 151462 · SEC 801-70690

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5793 WIDEWATERS PARKWAY, SUITE 200, DEWITT, NY, 13214, United States

Phone

315-414-0722

Fax

315-414-0724

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$449.8M

Discretionary AUM

$0

Team

24 total employees; 23 advisory reps; 153 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals124$55.1M
Pension/profit sharing plans26$393.6M

States served

AR, CO, MD, MA, NY, NC, OH, PA, SC, VA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD