Alexander Joseph is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Dewitt, NY, with 9 years of industry experience. Alexander 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.
5793 Widewaters Parkway, Suite 200, Dewitt, NY, 13214
Get directionsAlexander is a brokerage manager at ASJ Associates, focusing on sales and service of fixed insurance products since 2009. He also works as a solicitor and IAR for Hazard & Siegel Advisory Services LLC, referring client accounts to money managers, dedicating about 10-20% of his time to this activity.
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.