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Peter Anthony Tallarico

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
167 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$378.5M

Fee Structure

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Location

5793 Widewaters Parkway, Dewitt, NY, 13214

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History

Regulatory History
Clean regulatory record

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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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
July 2021 - Present · 4 yrs 7 mos
Hazard & Siegel, INC.Broker
December 2008 - Present · 17 yrs 2 mos
Previous Registrations
First Investors CorporationBroker
January 2006 - November 2008 · 2 yrs 10 mos
State Registrations7 states
FLNCNJNYSCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Peter Anthony Tallarico - Financial Advisor | TrueAdvisor