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HAZARD & SIEGEL ADVISORY SERVICES LLC

DEWITT, NY · CRD 151462 · IAPD ↗ · hazardsiegel.com · 315-414-0722

$449.8MRegulatory AUM
23Advisory reps
24Employees
153Clients
101-250Planning clients
0Private funds
13States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2024 — HAZARD & SIEGEL ADVISORY SERVICES LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.