Anthony Romantino is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Carnegie, PA, with 26 years of industry experience. Anthony 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
Carnegie, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony works as a contract attorney for Cadence Counsel, performing document review. He also acts as an IAR and/or solicitor for client accounts through Hazard & Siegel Advisory Services LLC, dedicating minimal time to each activity.
Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
Hazard & Siegel, INC.
Hazard & Siegel, INC.Broker
Previous Registrations
PNC Capital Markets LLCBroker
PNC InvestmentsBroker
PNC Investments
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
Princor Financial Services CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Allmerica Investments, INC.Broker
Walnut Street Securities, INC.Broker
A. F. Investments, INC.Broker
Parker/hunter IncorporatedBroker
Financial Estate PlanningBroker
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.