Edmond Theobald
Edmond Theobald is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Dewitt, NY, with 31 years of industry experience. Edmond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 167 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HSAS uses third-party money managers, who charge a fee that is fully disclosed. HSAS may share in this fee. HSAS may also share its advisory fee with a solicitor responsible for acquiring the client. HSAS does not directly state their investment management fees.
Location
5793 Widewaters Parkway, Dewitt, NY, 13214
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edmond sells fixed annuities and life insurance products, and is an insurance solicitor for Hazard & Siegel Advisory Services LLC. He also refers client accounts to money manager registered investment advisors, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
Hazard & Siegel, INC.Broker
Previous Registrations
Nathan & Lewis Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Pamco Securities and Insurance ServicesBroker
Connecticut Mutual Financial Services, INC.Broker
Fsc Securities CorporationBroker
Connecticut Mutual Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.