Peter Tallarico
Peter Tallarico is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Dewitt, NY, with 20 years of industry experience. Peter 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
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter co-owns and operates a commercial swimming pool company, a residential swimming pool company, and short-term vacation rental properties. He also sells health insurance, life insurance, and fixed annuities, and provides oversight of Medicare health insurance plans, dedicating a significant portion of his time to these activities, as well as soliciting for an advisory service.
Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
Hazard & Siegel, INC.Broker
Previous Registrations
First Investors CorporationBroker
State Registrations7 states
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