Unclaimed Profile

Gil A Baumgarten

SEGMENT WEALTH MANAGEMENT, LLC·HOUSTON, Texas

Series 3, Series 7, Series 8, Series 63, Series 65Clean record26 years registeredSEGMENT WEALTH MANAGEMENT, LLC

3040 POST OAK BLVD., HOUSTON, TX 77056CRD# 1373434Firm CRD# 164877

Profile Verification

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

Identity

Gil A Baumgarten · HOUSTON, TX

Registration

CRD #1373434 · SEGMENT WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

SEGMENT WEALTH MANAGEMENT, LLC

Aug 2012 – present

CONCERT WEALTH MANAGEMENT

Oct 2010 – Jul 2013

SAN JOSE, CA

UBS FINANCIAL SERVICES INC.

Feb 2000 – Oct 2010

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · February 25, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEGMENT WEALTH MANAGEMENT, LLC

CRD 164877 · SEC 801-77071

AUM

$1.4B

Regulatory assets under management

Employees

1,044 client accounts

Services offered by SEGMENT WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SEGMENT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gil A Baumgarten offer?

Gil A Baumgarten specializes in Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Gil A Baumgarten's credentials?

Gil A Baumgarten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gil A Baumgarten located?

Gil A Baumgarten is based in HOUSTON, Texas, working with SEGMENT WEALTH MANAGEMENT, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Gil A Baumgarten charge for services?

Gil A Baumgarten'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 SEGMENT WEALTH MANAGEMENT, LLC?

SEGMENT WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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