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Hazard & Siegel Advisory Services LLC

● SEC registered since 2009CRD 151462SEC# 801-70690Dewitt, NY
Export (members)
Reg. AUM
$378.5M
Employees
24
Accounts
294
Location
Dewitt, NY

Hazard & Siegel Advisory Services LLC assets under management

Hazard & Siegel Advisory Services LLC operates as an SEC-registered investment adviser based in Dewitt, NY. The firm has been registered since 2009. It reports $378.5 million in regulatory assets under management and employs 24 people.
www.hazardsiegel.comView on SEC.gov ↗

Hazard & Siegel Advisory Services LLC owners & executives

2 reported
NameTitleOwnershipSince
Alexander Sotir Joseph ControlCeo; MemberOver 75%2003
David Mark Mullen ControlPresident/Chief Compliance Officer; Member10-25%2003

Frequently asked questions

How much does Hazard & Siegel Advisory Services LLC manage?

Hazard & Siegel Advisory Services LLC reports $378.5 million in regulatory assets under management on its Form ADV.

How many employees does Hazard & Siegel Advisory Services LLC have?

Hazard & Siegel Advisory Services LLC reports 24 employees.

Where is Hazard & Siegel Advisory Services LLC located?

Hazard & Siegel Advisory Services LLC is based in Dewitt, NY and has been SEC-registered since 2009.

Does Hazard & Siegel Advisory Services LLC disclose fund performance?

Hazard & Siegel Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5793 Widewaters Parkway, Suite 200, Dewitt, NY 13214
Phone315-414-0722
Fax315-414-0724
Office hours8:30 - 5:00
SEC regionNew York Regional Office (NYRO)
CIK2065686
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$378.5M
Total (RAUM)$378.5M