Hazard & Siegel, Inc.

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
62
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 organized as a corporation and has been registered with the SEC since 1968. FINTRX classifies the firm as unclassified and records the owner type as individual. The profile indicates the firm is not designated as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser in the FINTRX dataset, and is not flagged as a pension consultant or related adviser. Public disclosure in the available data is limited: business activities, advisory focus, fee arrangements and client segments are not specified in the dataset. That lack of operational detail in the source limits assessment of the firm’s client targeting or investment emphasis.

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

Unlock 1 more executives

Contacts

3 of 58
  • George Finkbeiner

    George Finkbeiner

    PrincipalCRD 1332275

  • Stephen Wilkie

    Stephen Wilkie

    Employee Benefits BrokerCRD 2572933

  • Michael Cronin

    Michael Cronin

    Chairman & PresidentCRD 857719

Unlock 55 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth