Michael Patrick Ward
Investment adviser representative at Hazard & Siegel Advisory Services LLC
13 yearsExperience
2 statesRegistered in
$449.8MFirm assets
16 yearsFirm in business
Are you Michael Patrick Ward? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Hazard & Siegel Advisory Services LLCJun 2018 to now
- Hazard & Siegel IncJun 2018 to now
- National Securiites CorpJul 2017 to Jun 2018
- Wfg Investments, Inc.Oct 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Hazard & Siegel Advisory Services LLC
$449.8MAssets managed
150Clients
27Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5050123
- Firm CRD
- 151462