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. operates as a corporation and has been registered with the SEC since 1968. The firm is privately owned (owner type listed as individual) and is classified in the dataset as unclassified. Available profile fields indicate the firm is not positioned as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. Public-facing details about the firm's advisory activities, client segments, fee schedule, and business lines are not included in the provided dataset. The dataset likewise does not list any industry awards or external affiliations for the firm.

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

    CEOCRD 1092307

  • PETER WARD

    Founder and CEOCRD 5104412

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Contacts

3 of 58
  • GEORGE FINKBEINER

    PrincipalCRD 1332275

  • STEPHEN WILKIE

    Employee Benefits BrokerCRD 2572933

  • MICHAEL CRONIN

    Chairman & PresidentCRD 857719

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth