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Alexander Sotir Joseph

HAZARD & SIEGEL ADVISORY SERVICES LLC·DEWITT, New York
SIE, Series 6, Series 26, Series 63, Series 99TOHAZARD & SIEGEL ADVISORY SERVICES LLC
5793 WIDEWATERS PARKWAY, DEWITT, NY 13214CRD# 1092307Firm CRD# 151462

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander Sotir Joseph · DEWITT, NY
Registration
CRD #1092307 · HAZARD & SIEGEL ADVISORY SERVICES LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
HAZARD & SIEGEL ADVISORY SERVICES LLC
CRD 151462 · SEC 801-70690
AUM
$342M
Regulatory assets under management
Employees
26
294 client accounts
Services offered by HAZARD & SIEGEL ADVISORY SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HAZARD & SIEGEL ADVISORY SERVICES LLC →
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04

Frequently Asked Questions

What services does Alexander Sotir Joseph offer?
Alexander Sotir Joseph specializes in Financial Planning, Investment Management. Contact their office in DEWITT, New York for a consultation.
What are Alexander Sotir Joseph's credentials?
Alexander Sotir Joseph is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Sotir Joseph located?
Alexander Sotir Joseph is based in DEWITT, New York, working with HAZARD & SIEGEL ADVISORY SERVICES LLC. Their office serves clients in the DEWITT metropolitan area and surrounding communities.
How does Alexander Sotir Joseph charge for services?
Alexander Sotir Joseph's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HAZARD & SIEGEL ADVISORY SERVICES LLC?
HAZARD & SIEGEL ADVISORY SERVICES LLC has approximately 26 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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