Peter
Ward
Hazard & Siegel Advisory Services LLC
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About this Advisor
Peter Ward is a financial advisor based out of Cazenovia, New York with 7 years of industry experience. Ward is currently employed by Hazard & Siegel Advisory Services LLC. Their career trajectory has included roles at Ridgeway & Conger, Inc, Ridgeway Conger Advisory, Hazard & Siegel Advisory Services LLC and Hazard & Siegel Inc. Ward holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado, Connecticut, Florida, New York, North Carolina and Pennsylvania. Hazard & Siegel Advisory Services LLC is a financial advisory company headquartered in Syracuse, NY. The firm has a total of 28 people on staff. It has $287 million in assets across its 285 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually vary depending on the type of services offered. Fees charged by Hazard & Siegel Advisory Services LLC likely consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hazard & Siegel Advisory Services LLC Brokerage Details
$286,856,073
28
285
$1,006,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Peter Ward Work History
Peter has been registered as a financial advisor for 7 years.*
Hazard & Siegel Advisory Services LLC
Hazard & Siegel Inc
Ridgeway & Conger, Inc
Ridgeway Conger Advisory
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Ward to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hazard & Siegel Advisory Services LLC
Syracuse, NY
Dewitt, NY
Syracuse, NY
Syracuse, NY
Syracuse, NY
Syracuse, NY
Syracuse, NY
Cazenovia, NY
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