Russell Grosjean
Russell Grosjean is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Cheekowaga, NY, with 40 years of industry experience. Russell 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2875 Union Rd, Suite 21, Cheekowaga, NY, 14227
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Russell is a professor at Erie Community College since 1982, dedicating about a quarter of his time. He also works as a self-employed tax preparer since 1980, spending about 10-20% of his time, and owns rental property, spending minimal time on it.
Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
Hazard & Siegel, INC.Broker
Previous Registrations
Mid Atlantic Capital CorporationBroker
Wall Street Financial Group, INC.Broker
Securities America, INC.Broker
Diversified Investors Securities CORP.Broker
Mony Securities CORP.Broker
H. C. Copeland and Associates Equities, INC.Broker
State Registrations3 states
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.