Mark Kirsche
Mark Kirsche is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Dewitt, NY, with 30 years of industry experience. Mark 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
5793 Widewaters Parkway, Dewitt, NY, 13214
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2010Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Mark is an independent agent selling long-term care and fixed life insurance, spending about a quarter of his time on this. He also sells life and disability income insurance, dedicating a few hours per week, and refers clients to a registered investment advisor, spending minimal time on this.
Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
Hazard & Siegel, INC.
Hazard & Siegel, INC.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
Hazard & Siegel, INC.Broker
LPL Financial CorporationBroker
Linsco/private Ledger CORP.Broker
Chase Investment Services CORP.Broker
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
Nylife Securities INC.Broker
Hornor, Townsend & Kent, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
1717 Capital Management CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 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.