DD
DD

David Michael Desimone

39 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
167 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$378.5M

Fee Structure

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Location

Constantia, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

David sells fixed annuities and life insurance, dedicating about 10% of his time to this activity. He also solicits clients for Hazard & Siegel Advisory Services LLC, spending a few hours per week on this.

Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
July 2021 - Present · 4 yrs 7 mos
Hazard & Siegel, INC.
May 2009 - Present · 16 yrs 9 mos
Hazard & Siegel, INC.Broker
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
June 2003 - May 2009 · 5 yrs 11 mos
Nathan & Lewis Securities, INC.Broker
September 1991 - June 2003 · 11 yrs 9 mos
Cpc Securities CorporationBroker
October 1986 - September 1991 · 4 yrs 11 mos
State Registrations4 states
FLNCNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.