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5793 Widewaters Parkway Suite 200, Dewitt, NY 13214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-12 |
Branch Locations
5793 Widewaters Parkway Suite 200, Dewitt, NY 13214 • United States
6075 East Molloy Road, Syracuse, NY 13211 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Hazard & Siegel Inc | Dewitt | NY | 11/2008 | Present |
| Hazard & Siegel Advisory Services Llc | Dewitt | NY | 11/2008 | Present |
SOLICITOR FOR HAZARD & SIEGEL ADVISORY SERVICES LLC , REFER CLIENT ACCOUNTS TO MONEY MANAGER REGISTERED INVESTMENT ADVISORS,2-20HRS PER MONTH FIXED ANNUITY & LIFE INSURANCE, 45 HRS PER MONTH. KURT FINKBEINER RETIREMENT STRATEGIES LLC , FIXED ANNUITIES,INSURANCE,DISABILITIES,45 HRS/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-09 |
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