William Howard Wood
Investment adviser representative at Hazard & Siegel Advisory Services LLC
12 yearsExperience
1 stateRegistered in
$449.8MFirm assets
16 yearsFirm in business
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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
12 years in the industry.
- Hazard & Siegel Advisory Services LLCOct 2025 to now
- Hazard & Siegel IncMay 2025 to now
- Lincoln InvestmentJan 2017 to Aug 2018
- Hr BlockDec 2014 to May 2025
- Legend Advisory CorporationMay 2014 to Oct 2018
- Legend Equities CorporationMay 2014 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5771520
- Firm CRD
- 151462