Mark Allen Kirsche

Hazard & Siegel Advisory Services LLC

30 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Hazard & Siegel Advisory Services LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

27 advisors

Number of Clients

167 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$378.5M

Fee Structure

Location

5793 Widewaters Parkway, Dewitt, NY, 13214

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History

Regulatory History (2)

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Employment Separation After Allegations

November 2010

Customer Dispute

July 2002

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Mark is an independent agent selling long-term care and fixed life insurance, spending about a quarter of his time on this. He also sells life and disability income insurance, dedicating a few hours per week, and refers clients to a registered investment advisor, spending minimal time on this.

Employment History

Current Registrations

Hazard & Siegel Advisory Services LLC

July 2021 - Present · 4 yrs 7 mos

Hazard & Siegel, INC.

February 2014 - Present · 12 yrs

Hazard & Siegel, INC.Broker

February 2014 - Present · 12 yrs

Previous Registrations

Allstate Financial Services, LLCBroker

June 2011 - February 2014 · 2 yrs 8 mos

Hazard & Siegel, INC.Broker

February 2011 - May 2011 · 3 mos

LPL Financial CorporationBroker

February 2008 - December 2010 · 2 yrs 10 mos

Linsco/private Ledger CORP.Broker

June 2007 - December 2007 · 6 mos

Chase Investment Services CORP.Broker

March 2007 - May 2007 · 2 mos

Cco Investment Services CORP.Broker

December 2005 - March 2007 · 1 yr 3 mos

Charter One Securities, INC.Broker

December 2004 - December 2005 · 1 yr

Nylife Securities INC.Broker

February 2002 - November 2004 · 2 yrs 9 mos

Hornor, Townsend & Kent, INC.Broker

November 2000 - March 2002 · 1 yr 4 mos

Metlife Securities INC.Broker

June 1999 - October 2000 · 1 yr 4 mos

Metropolitan Life Insurance CompanyBroker

June 1999 - October 2000 · 1 yr 4 mos

1717 Capital Management CompanyBroker

November 1995 - April 1999 · 3 yrs 5 mos

Equico Securities, INC.Broker

April 1995 - November 1995 · 7 mos

The Equitable Life Assurance Society of the United StatesBroker

April 1995 - November 1995 · 7 mos

State Registrations5 states

COFLNYSCTN

AdvisorBrokerBoth

Exams

No exam information available for this advisor.