Michael Pfeuffer
Michael Pfeuffer is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Dewitt, NY, with 22 years of industry experience. Michael 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
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Regulatory History (1)
Judgment / Lien
November 2016Other Business ActivitiesSells Insurance
Michael sells fixed insurance products as an independent contractor, dedicating a few hours per week during securities trading. He also works as a talent acquisition manager for Gold Standard Financial Group, spending about 10-20% of his time recruiting for medicare specialist positions.
Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
Hazard & Siegel, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.