Unclaimed Profile

Wayne Scott Segear

INVICTA ADVISORS LLC·MONROEVILLE, Pennsylvania

SIE, Series 7, Series 7TO, Series 66CFPClean record23 years registeredINVICTA ADVISORS LLC

2790 MOSSIDE BOULEVARD, MONROEVILLE, PA 15146CRD# 4548238Firm CRD# 298868

Profile Verification

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

Identity

Wayne Scott Segear · MONROEVILLE, PA

Registration

CRD #4548238 · INVICTA ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

PRIVATE ADVISOR GROUP, LLC

Aug 2021 – present

INVICTA ADVISORS LLC

Dec 2018 – Sep 2021

South Burlington, VT

TRUSTMONT ADVISORY GROUP, INC.

Aug 2014 – Dec 2018

ESSEX JUNCTION, VT

ING FINANCIAL PARTNERS, INC

Nov 2002 – Aug 2014

ESSEX JUNCTION, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · November 26, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVICTA ADVISORS LLC

CRD 298868 · SEC 801-114114

AUM

$192M

Regulatory assets under management

Employees

1,192 client accounts

Services offered by INVICTA ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVICTA ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Wayne Scott Segear offer?

Wayne Scott Segear specializes in Financial Planning, Investment Management. Contact their office in MONROEVILLE, Pennsylvania for a consultation.

What are Wayne Scott Segear's credentials?

Wayne Scott Segear holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Wayne Scott Segear located?

Wayne Scott Segear is based in MONROEVILLE, Pennsylvania, working with INVICTA ADVISORS LLC. Their office serves clients in the MONROEVILLE metropolitan area and surrounding communities.

How does Wayne Scott Segear charge for services?

Wayne Scott Segear's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVICTA ADVISORS LLC?

INVICTA ADVISORS LLC has approximately 43 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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