Timothy Hoag is a registered investment advisor, based in Dewitt, NY, with 18 years of industry experience.
Location
5793 Widewaters Parkway, Dewitt, NY, 13214
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Regulatory History (1)
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Customer Dispute
November 2014Closed-No Action
Other Business ActivitiesSells Insurance
Timothy is a professor at Erie Community College, prepares taxes as self-employed, sells Medicare insurance, and provides small business consulting. He also works full-time as a financial planner, meeting with clients regarding securities business.
Employment History
Current Registrations
Hazard & Siegel, INC.Broker
September 2013 - Present · 12 yrs 10 mos
Hazard & Siegel Advisory Services LLC
September 2013 - Present · 12 yrs 10 mos
Previous Registrations
Mid Atlantic Financial Management, INC.
September 2011 - August 2013 · 1 yr 11 mos
Mid Atlantic Capital CorporationBroker
September 2011 - August 2013 · 1 yr 11 mos
Wall Street Financial Group, INC
September 2007 - September 2011 · 4 yrs
Wall Street Financial Group, INC.Broker
September 2007 - September 2011 · 4 yrs
State Registrations4 states
FLNCNYOH
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.