Peter Tallarico is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Baldwinsville, NY, with 20 years of industry experience. Peter 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.
Baldwinsville, NY
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Learn about disclosures →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.
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