HAZARD & SIEGEL ADVISORY SERVICES LLC

CRD 151462File 801-70690

APPROVED

Retail clients

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$449.8M

Above cohort median (national)

Discretionary AUM

Non-discretionary $449.8M

Clients

150

293 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Oct 26, 2009
Principal office: 5793 WIDEWATERS PARKWAY, SUITE 200, DEWITT, NY, 13214
Phone: 315-414-0722
Website: HTTP://WWW.HAZARDSIEGEL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $449.8M
Discretionary AUM: $0
Non-discretionary AUM: $449.8M
Discretionary accounts: 0
Non-discretionary accounts: 293
Total accounts: 293
AUM per client: $3.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	Fewer than 5	$1.1M
Pension and profit sharing plans	26	$393.6M
Individuals (other than high net worth individuals)	124	$55.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — REFERRAL FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D5
Q11E4
Q11H1C

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.