MC
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Michael Cronin

46 Years of Experience
BrokerSells Insurance

Michael Cronin is a registered investment advisor at Hazard & Siegel Advisory Services LLC, based in Dewitt, NY, with 46 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 167 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
167 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$378.5M

Fee Structure

Planning is included in investment management (also available separately)

HSAS uses third-party money managers, who charge a fee that is fully disclosed. HSAS may share in this fee. HSAS may also share its advisory fee with a solicitor responsible for acquiring the client. HSAS does not directly state their investment management fees.

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Location

5793 Widewaters Pkwy., 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

Michael is the Chairman of Crown Risk Management, LLC, an insurance brokerage and consulting firm that also handles 401k plans, dedicating about a quarter of his time. He also solicits clients for Hazard & Siegel Advisory Services LLC, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Hazard & Siegel Advisory Services LLC
May 2021 - Present · 4 yrs 11 mos
Hazard & Siegel, INC.Broker
January 2006 - Present · 20 yrs 3 mos
Previous Registrations
MML Investors Services, INC.Broker
May 2001 - January 2006 · 4 yrs 8 mos
MML Investors Services, INC.Broker
March 1996 - February 2000 · 3 yrs 11 mos
G. R. Phelps & CO., INC.Broker
February 1991 - March 1996 · 5 yrs 1 mo
G. R. Phelps & CO., INC.Broker
September 1978 - December 1990 · 12 yrs 3 mos
State Registrations5 states
GAKYMONYPA
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.