Unclaimed Profile

Gail Segal

LW INVESTMENT MANAGEMENT (USA) LLC·MIAMI, Florida

LW INVESTMENT MANAGEMENT (USA) LLC

1111 BRICKELL AVENUE, MIAMI, FL 33131CRD# 5849401Firm CRD# 154782

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gail Segal · MIAMI, FL

Registration

CRD #5849401 · LW INVESTMENT MANAGEMENT (USA) LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Gail Segal is a registered financial advisor based in MIAMI, Florida, affiliated with LW INVESTMENT MANAGEMENT (USA) LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

Speak with Gail

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gail is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

WELCY CAPITAL ADVISORS LLC

AUM

$151M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WELCY CAPITAL ADVISORS LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: CONSULTING FEES

Regulatory

SEC/IARD CRD# 5849401

Firm CRD# 154782

View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gail Segal offer?

Gail Segal specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are Gail Segal's credentials?

Gail Segal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gail Segal located?

Gail Segal is based in MIAMI, Florida, working with LW INVESTMENT MANAGEMENT (USA) LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Gail Segal charge for services?

Gail Segal's firm is compensated through percentage of aum, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LW INVESTMENT MANAGEMENT (USA) LLC?

LW INVESTMENT MANAGEMENT (USA) LLC has approximately 10 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →