BC
BC

Brian Cameron

42 Years of Experience
1 DisclosureBrokerSells Insurance

Brian Cameron is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Dewitt, NY, with 42 years of industry experience. Brian 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
June 1971
Final Disposition
Other Business ActivitiesSells Insurance

Brian owns Cameron Insurance Group, a property and casualty insurance agency, since 1987, dedicating full-time hours to sales and service. He also refers clients to Hazard & Siegel Advisory Services LLC, spending a few hours per week, and serves as President of Windermere Brook Condominium, spending minimal time overseeing expenses.

Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
June 2021 - Present · 4 yrs 10 mos
Hazard & Siegel, INC.Broker
January 2013 - Present · 13 yrs 3 mos
Previous Registrations
Hazard & Siegel, INC.Broker
January 2008 - December 2012 · 4 yrs 11 mos
Tfs Securities, INC.Broker
December 2003 - December 2007 · 4 yrs
Main Street Management CompanyBroker
January 2002 - October 2003 · 1 yr 9 mos
American General Securities IncorporatedBroker
October 1997 - December 2001 · 4 yrs 2 mos
Uslife Equity Sales CORP.Broker
October 1990 - October 1997 · 7 yrs
Metlife Securities INC.Broker
November 1987 - April 1990 · 2 yrs 5 mos
Metlife Securities INC.Broker
December 1982 - April 1990 · 7 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
December 1982 - April 1990 · 7 yrs 4 mos
State Registrations3 states
FLNJNY
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.