Nataly Rombel is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Syracuse, NY, with 22 years of industry experience. Nataly 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
432 North Franklin St, Suite 20, Syracuse, NY, 13204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Nataly is involved with Crown Risk Management, focusing on sales and services of qualified retirement plans, dedicating nearly full-time hours. She also acts as a solicitor for Hazard & Siegel Advisory Services LLC, referring client accounts, which takes about 10-20% of her time.
Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
Hazard & Siegel, INC.Broker
Previous Registrations
Diversified Investors Securities CORP.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations1 state
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