AdvisorOS Directory
Claim Profile
AJ

Alexander Sotir Joseph

HAZARD & SIEGEL ADVISORY SERVICES LLC·DEWITT, New York
Unclaimed Profile
5793 WIDEWATERS PARKWAY, DEWITT, NY 13214CRD# 1092307Firm CRD# 151462
01

About

Alexander Sotir Joseph is a registered financial advisor based in DEWITT, New York, affiliated with HAZARD & SIEGEL ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HAZARD & SIEGEL ADVISORY SERVICES LLC
HAZARD & SIEGEL ADVISORY SERVICES LLC
AUM
$342M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at HAZARD & SIEGEL ADVISORY SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 1092307
Firm CRD# 151462
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DEWITT?

Browse all registered financial advisors in DEWITT, New York or claim this profile if it's yours.

Browse DEWITT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DEWITT
Marybeth Petrell — RS PETRELL & ASSOCIATES, LLCJames C Burns — BURNS J W & CO INCPeter N Bunitsky — BURNS J W & CO INCCynthia Ann Scott — OMC FINANCIAL SERVICES LTDDavid Mark Mullen — HAZARD & SIEGEL ADVISORY SERVICES LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile