Alexander Sotir Joseph

Hazard & Siegel Advisory Services LLC

9 Years of Experience

1 DisclosureBrokerSells 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 (1)

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Criminal

October 2010

Final Disposition

View Full SEC Report How to Read Disclosures

Other 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

July 2019 - Present · 6 yrs 7 mos

Hazard & Siegel, INC.Broker

November 2016 - Present · 9 yrs 3 mos

State Registrations2 states

MENY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.