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Hazard & Siegel Advisory Services LLC CRD 151462
$450M regulatory AUM 153 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5793 Widewaters Parkway Suite 200, Dewitt, NY 13214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-02-11 |
Branch Locations
5793 Widewaters Parkway Suite 200, Dewitt, NY 13214 • United States
875 Greentree Road Building 7- Suite 679, Pittsburgh, PA 15220 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Pittsburgh | PA | 06/2003 | 10/2016 |
| Metlife Securities Inc. | Pittsburgh | PA | 06/2003 | 10/2016 |
| Lpl Financial, Llc | Wexford | PA | 11/2016 | 11/2019 |
| Hazard & Siegel Inc | Dewitt | NY | 01/2020 | Present |
1) Sales and services of fixed insurance products as an independent contractor 8 hours during securities trading , start date 3/1/2017 2) Gold Standard Financial Group, 875 Greentree Rd building 7 suite 679 Pittsburgh PA 15220, talent acquisition manager, seek potential recruits for medicare specialist position, 16 hrs per month, non business related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-03 |
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