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Current Employers
Hazard & Siegel Advisory Services Llc

5793 Widewaters Parkway Suite 200, Dewitt, NY 13214 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-23
  • NY RA
    APPROVED
    Since 2024-04-23

Branch Locations

432 North Franklin St Suite 20, Syracuse, NY 13204 • United States

5793 Widewaters Parkway Suite 200, Dewitt, NY 13214 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crown Risk Management Syracuse NY 04/2005 Present
Hazard & Siegel, Inc. E Syracuse NY 01/2006 Present
Hazard & Siegel Advisory Services Llc Syracuse NY 05/2023 Present
Other Businesses

CROWN RISK MANAGEMENT SYRACUSE NY, SALES & SERVICES OF QUALIFIED RETIREMETN PLANS. 30-50 HRS PER WK.START DATE 4/2005 SOLICITOR FOR HAZARD & SIEGEL ADVISORY SERVICES LLC , REFER CLIENT ACCOUNTS TO MONEY MANAGER REGISTERED INVESTMENT ADVISORS,2-20HRS PER MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-23
S63 Uniform Securities Agent State Law Examination 2006-04-12
  • S65 Uniform Investment Adviser Law Examination
    2024-04-23
  • S63 Uniform Securities Agent State Law Examination
    2006-04-12
Other Names
  • Nataly Anna Bortolutti
  • Nataly Anna Bortolutti

View on SEC IAPD

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