Hazard & Siegel, Inc.

Broker-DealerFINRA Member
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 listed as a privately held corporation with individual ownership. Publicly available profile fields for the firm are sparse: there are no disclosed descriptions of its advisory activities, client segments, fee schedules, or investment approach in the source data. The firm is not flagged as a capital allocator and does not identify itself as an active ESG investor. FINTRX also indicates that it is not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not categorized as a related adviser.

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 5
  • Peter Ward

    Peter Ward

    Founder and CEOCRD 5104412

  • Patricia Rugari

    COO & CFOCRD 4836500

  • Alexander Joseph

    Alexander Joseph

    CEOCRD 1092307

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Contacts

3 of 56
  • Heidi Rexford

    Investment Advisor RepresentativeCRD 4525092

  • Clyde Goldberg

    Clyde Goldberg

    Investment Advisor RepresentativeCRD 223898

  • Stephen Polizzi

    Stephen Polizzi

    Independent Financial AdvisorCRD 1037994

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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