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Nataly Anna Rombel

22 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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

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Location

432 North Franklin St, Suite 20, Syracuse, NY, 13204

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nataly is involved with Crown Risk Management, focusing on sales and services of qualified retirement plans, dedicating nearly full-time hours. She also acts as a solicitor for Hazard & Siegel Advisory Services LLC, referring client accounts, which takes about 10-20% of her time.

Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
April 2024 - Present · 1 yr 10 mos
Hazard & Siegel, INC.Broker
January 2006 - Present · 20 yrs 1 mo
Previous Registrations
Diversified Investors Securities CORP.Broker
November 2002 - June 2004 · 1 yr 7 mos
Metlife Securities INC.Broker
January 1996 - January 1997 · 1 yr
Metropolitan Life Insurance CompanyBroker
January 1996 - January 1997 · 1 yr
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.