Unclaimed Profile

Gail Segal

LW INVESTMENT MANAGEMENT (USA) LLC·MIAMI, Florida

Series 65Clean record10 years registeredLW 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 · 10 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Dec 2025 – present

OSAIC WEALTH, INC.

Oct 2024 – Dec 2025

SCOTTSDALE, AZ

AMERICAN PORTFOLIOS ADVISORS, INC

Apr 2023 – Oct 2024

HOLBROOK, NY

PRINCIPLE ASSET MANAGEMENT LLC

Feb 2016 – Jan 2023

MIAMI, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 23, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELCY CAPITAL ADVISORS LLC

CRD 154782 · SEC 801-130588

AUM

$151M

Regulatory assets under management

Employees

19 client accounts

Services offered by WELCY CAPITAL ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WELCY CAPITAL ADVISORS LLC →

Introduction

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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.

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