Hazard & Siegel, Inc.

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
61
Avg account
$0

Firm details

Headquarters
Syracuse, New York
CRD number
2048
Registered since
July 8, 1968

Firm profile

FINTRX

Overview

Hazard & Siegel, Inc. is recorded as a corporate SEC-registered advisory entity with roots back to 1968. The firm is listed as individually owned and is categorized in the dataset as "Unclassified." The available record contains very little detail about the firm's client base, advisory services, fee model or specific business activities. The snapshot flags several negative attributes: the firm is not identified as an active ESG investor, is not labeled a pension consultant or related adviser, and is not marked as a newly formed or capital-allocating manager. Public disclosures in the source are sparse, so there is no clear public profile of the firm's investment positioning or target client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Patricia Rugari

    COO & CFOCRD 4836500

  • Alexander Joseph

    Alexander Joseph

    CEOCRD 1092307

  • Peter Ward

    Peter Ward

    Founder and CEOCRD 5104412

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Contacts

3 of 57
  • George Finkbeiner

    George Finkbeiner

    PrincipalCRD 1332275

  • Stephen Wilkie

    Stephen Wilkie

    SolicitorCRD 2572933

  • Michael Cronin

    Michael Cronin

    Chairman & PresidentCRD 857719

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Syracuse, NY

Onondaga

Location

Syracuse, NY

Headquartered in Syracuse, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.

Metro area
Syracuse-Auburn, NY
Region
Northeast
County
Onondaga
Address
5793 Widewaters Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth