SEGAL ADVISORS, INC.

SEGAL MARCO ADVISORS
NEW YORK, New York·26 registered advisors·CRD# 114687
SEC# 801-6128016212-251-5900
01

Firm Overview

AUM
$31.9B
Regulatory assets under management
Employees
116
Total firm employees
Advisors
26
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEE SCHEDULE D, PAGE 5
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at SEGAL ADVISORS, INC.

26 registered advisors
Aldwin Pascua Frias
NEW YORK, New York
Andrew D Sherman
NEW YORK, New York
Ann D Gineo
NEW YORK, New York
David Blumenstein
NEW YORK, New York
Diane Gleave
NEW YORK, New York
Eileen M Flick
NEW YORK, New York
Frank Patrick Carofano
NEW YORK, New York
Howard Edwin Goldsmith
NEW YORK, New York
Howard Fluhr
NEW YORK, New York
Jennifer Benz
NEW YORK, New York
Joel Timothy Biddle
NEW YORK, New York
Joesph Michael Fristachi
NEW YORK, New York
John Flynn
NEW YORK, New York
John Gingell
NEW YORK, New York
John Robert Demairo
NEW YORK, New York
Joseph Anthony Locicero
NEW YORK, New York
Kimberly Banks Mackay
NEW YORK, New York
Margery Sinder Friedman
NEW YORK, New York
Mary Patricia Kirby
NEW YORK, New York
Myrna Hellerman
NEW YORK, New York
Ricardo Michael Dibartolo
NEW YORK, New York
Steven Cary Greenspan
NEW YORK, New York
Stuart Lerner
NEW YORK, New York
Susan Ann Crotty
NEW YORK, New York
Tadashi Dumas
NEW YORK, New York
Timothy Reed Barron
NEW YORK, New York
05

Office Locations

NEW YORK, New York
26 advisors

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Data sourced from SEC Form ADV filings. SEGAL ADVISORS, INC. (CRD# 114687) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.