JD
JD

John Decrescente

9 Years of Experience
1 DisclosureBrokerSells Insurance

John Decrescente is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Dewitt, NY, with 9 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
167 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$378.5M

Fee Structure

Planning is included in investment management (also available separately)

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.

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Location

5793 Widewaters Parkway, Dewitt, NY, 13214

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History

Regulatory History (1)
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Criminal
April 1991
Final Disposition
Other Business ActivitiesSells Insurance

John is a musician, writer, and producer, receiving royalties. He is also an investment advisor representative with Hazard & Siegel Advisory Services LLC, and a trustee for two family trusts, overseeing family investments. John also sells fixed annuities and life/health insurance, dedicating minimal time to this.

Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
October 2018 - Present · 7 yrs 6 mos
Hazard & Siegel, INC.Broker
October 2018 - Present · 7 yrs 6 mos
Previous Registrations
Next Financial Group, INC.
September 2016 - September 2018 · 2 yrs
Next Financial Group, INC.Broker
May 2016 - September 2018 · 2 yrs 4 mos
State Registrations3 states
MANYVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.