PT
PT

Peter Tallarico

20 Years of Experience
Baldwinsville, NY
BrokerSells Insurance

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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
150 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$449.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

Loading...

Location

Baldwinsville, NY

Get directions

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.

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
July 2021 - Present · 5 yrs 3 mos
Hazard & Siegel, INC.Broker
December 2008 - Present · 17 yrs 10 mos
Previous Registrations
First Investors CorporationBroker
January 2006 - November 2008 · 2 yrs 10 mos
State Registrations7 states
FLNCNJNYSCTNVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors