Alexander Joseph
Alexander Joseph is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Dewitt, NY, with 9 years of industry experience. Alexander 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)
Criminal
October 2010Other Business ActivitiesSells Insurance
Alexander is a brokerage manager at ASJ Associates, focusing on sales and service of fixed insurance products since 2009. He also works as a solicitor and IAR for Hazard & Siegel Advisory Services LLC, referring client accounts to money managers, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
Hazard & Siegel, INC.Broker
State Registrations2 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.