Clyde Goldberg is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Dewitt, NY, with 53 years of industry experience. Clyde is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 150 clients with $450M in assets under management.
Hazard & Siegel Advisory Services does not manage your investments directly through a standard in-house schedule. Instead, the firm helps connect you with third-party money managers who charge their own fees. Depending on the arrangement, you may pay fees based on a percentage of your portfolio, an hourly rate, or a flat fee. Some representatives may also receive commissions on certain products if handled through an affiliated broker, though commission-based products are generally not recommended for advisory clients.
5793 Widewaters Parkway, Suite 200, Dewitt, NY, 13214
Get directionsClyde sells life and fixed products, dedicating about 10% of his time to this activity. He also solicits client accounts for Hazard & Siegel Advisory LLC, spending a few hours per week on this.
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.