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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 2021-07-12
  • NY RA
    APPROVED
    Since 2021-07-12

Branch Locations

Old Forge, NY • 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
Jefferson-Lewis Boces Watertown NY 08/1984 Present
Hazard & Siegel, Inc Dewitt NY 01/2009 Present
Hazard & Siegel Advisory Services Llc Dewitt NY 01/2009 Present
Other Businesses

RELIANT COMMUNITY CREDIT UNION SODUS NY CHAIRMAN NO COMP 10 HOURS PER MONTH 0 HOURS DURING MARKET HOURS BOARD MEETINGS AFTER 4PM; ; ALEX JOSEPH ASSOC,FIXED ANNUITIES,SINCE FEB 09,15HR PER MONTH,5793 WIDEWATERS PARKWAY,DEWITT NY 13214 SOLICITOR FOR HAZARD & SIEGEL ADVISORY LLC REFER CLIENT ACCOUNTS TO MONEY MONAGER REGISTERED INVESTMENT ADVISORS 2-20HRS PER MONTH; CENTRAL ADIRONDACKS KIWANIS, TREASURER, 5 HOURS PER MONTH NOT DURING TRADING HOURS, STARTED OCTOBER 2014, PAY BILLS MAKE DEPOSITS FILE TAX RETURNS MAINTAIN QUICKBOOKS ACCOUNTS. INLET AREA BUSINESS ASSOCIATION PO BOX 239 INLET NY ,VP 2/2018, TREASURER RECORD ALL FINANCIAL TRANSACTIONS IN QB ,;AN INDEPENDENT ACCOUNTANT REVIEWS TRANSACTIONS & PREPARES THE ANNAUL TAXES RETURNS THIS IS 501(C) 6.. HEALTH AIDE SERVICES OF VENTRAL ADIRONDOCKS PO BOX 125 OLD FORGE M SECRETARY RECORDING ONLY 3/2018 QUARTERLY MEETINGS TOWN OF WEBB HISTORICAL ASSOCIATION , SECRETARY/TREASURER, NO ACCESS TO CHECKING OR SAVINGS ACCTS;ALL FINANCIAL TRANSACTIONS ARE COMPLETED BY AN OUTSIDE ACCOUNTANT ;A SEPARATE ACCOUNANT REVIEWS THE QB ENTRIES & PREPARES THE REQUIRED CHAR 500 AND 990 REPORTS . TOWHA IS A 501(C) 3.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-02
S63 Uniform Securities Agent State Law Examination 1998-09-02
  • S65 Uniform Investment Adviser Law Examination
    2011-06-02
  • S63 Uniform Securities Agent State Law Examination
    1998-09-02
Other Names
  • Jane Eileen Kotvis
  • Jane E Slack

View on SEC IAPD

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