Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
27 advisors
Number of Clients
167 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$378.5M

Fee Structure

Fees are based on a percentage of assets under management, hourly charges, fixed fees, and commissions. All fees are fully disclosed and negotiable. The firm also offers fee-based financial planning services on an hourly or flat fee basis. Clients have the right to rescind the financial planning agreement without penalty within five business days of entering into such a contract. The firm does not dictate a minimum or maximum fee – all fees are reviewed by the compliance staff to confirm the legitimacy of the fees agreed upon.

Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Advisor Information

Office location

5793 Widewaters Parkway, Dewitt, NY, 13214

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Regulatory History (1)
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Criminal
June 1971
Final Disposition
Other Business ActivitiesSells Insurance

Brian owns Cameron Insurance Group, a property and casualty insurance agency, since 1987, dedicating full-time hours to sales and service. He also refers clients to Hazard & Siegel Advisory Services LLC, spending a few hours per week, and serves as President of Windermere Brook Condominium, spending minimal time overseeing expenses.

Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
June 2021 - Present · 4 yrs 7 mos
Hazard & Siegel, INC.Broker
January 2013 - Present · 13 yrs
Previous Registrations
Hazard & Siegel, INC.Broker
January 2008 - December 2012 · 4 yrs 11 mos
Tfs Securities, INC. Broker
December 2003 - December 2007 · 4 yrs
Main Street Management CompanyBroker
January 2002 - October 2003 · 1 yr 9 mos
American General Securities IncorporatedBroker
October 1997 - December 2001 · 4 yrs 2 mos
Uslife Equity Sales CORP.Broker
October 1990 - October 1997 · 7 yrs
Metlife Securities INC.Broker
November 1987 - April 1990 · 2 yrs 5 mos
Metlife Securities INC.Broker
December 1982 - April 1990 · 7 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
December 1982 - April 1990 · 7 yrs 4 mos
State Registrations3 states
FLNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.