Steven
Sell

Hazlett, Burt & Watson, Inc

CRD#2813575
Investment Advisor
in Lancaster, PA

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About this Advisor

Steven Sell is a financial advisor based in Lancaster, Pennsylvania, working with Hazlett, Burt & Watson, Inc. Steven has previously held a position at Hazlett, Burt & Watson, Inc. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Currently, Steven is part of Hazlett, Burt & Watson, Inc, which operates out of Lancaster, Pennsylvania. The firm has 3 offices and 21 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Hazlett, Burt & Watson, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

100 East King St., P.O. Box 1267
Lancaster, PA 17603

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Hazlett, Burt & Watson, Inc Brokerage Details

Total Assets Under Management

$1,018,623,006

PA Average: $493,341,091
Total Number of Employees

21

PA Average: 16
Total Number of Accounts

2,291

PA Average: 1,028
Average Account Size

$444,619

PA Average: $479,904

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Steven Sell Work History

2001 - Present (24 years)

Hazlett, Burt & Watson, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Steven Sell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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