MW
MW

Michael Patrick Ward

19 Years of Experience
BrokerSells Insurance
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

5793 Widewaters Parkway, Dewitt, NY, 13214

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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 ActivitiesSells Insurance

Michael is a solicitor for Hazard & Siegel Advisory Services LLC, referring client accounts, spending minimal time on this activity. He also sells and services fixed insurance products as an independent contractor through Ward Wealth Management Group LLC.

Employment History
Current Registrations
Hazard & Siegel, INC.Broker
June 2018 - Present · 7 yrs 8 mos
Hazard & Siegel, INC.
June 2018 - Present · 7 yrs 8 mos
Hazard & Siegel Advisory Services LLC
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
National Securities CorporationBroker
July 2017 - June 2018 · 11 mos
Wfg Investments, INC.Broker
October 2013 - July 2017 · 3 yrs 9 mos
Ridgeway & Conger, INC.Broker
September 2007 - October 2013 · 6 yrs 1 mo
Clayton Lowell, & Conger INCBroker
March 2007 - October 2013 · 6 yrs 7 mos
Clayton Lowell, & Conger INCBroker
June 2006 - December 2006 · 6 mos
State Registrations2 states
NYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Patrick Ward - Financial Advisor | TrueAdvisor