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Gary Alan Segal

Seelaus Asset Management, LLC

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About Gary Alan Segal

Gary Segal is a registered investment advisor representative with Seelaus Asset Management, LLC. Gary joined the firm in October of 2014 and works out of their Chatham, New Jersey office. Gary has been in the industry since October of 1983. Previously, Gary was a representative of Essex National Securities, Inc. and MonY Securities Corp. Gary is also an insurance agent with RSC Financial Products LLC, an insurance affiliate of R. Seelaus & Co., LLC. Gary holds Series 63, 66, and 7 licenses as well as the SIE exam.

Firm Information

Gary Segal is currently registered with Seelaus Asset Management, LLC. Seelaus Asset Management, LLC is a registered investment advisor based in Chatham, NJ. The firm manages approximately $1.43 billion in assets for a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Seelaus specializes in financial planning, portfolio management, and investment advisory services. They offer a wide range of investment services including portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. The firm has 5 licensed agents and 14 investment advisor representatives.
Seelaus Asset Management, LLC

26 MAIN STREET

CHATHAM, NJ 07928

$1.43B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Gary Segal’s Registration & Firm History

NJ

10/29/2014 - Present

Seelaus Asset Management, LLC (CHATHAM NJ)

CA

01/11/1993 - 03/31/1993

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NY

06/22/1990 - 12/24/1992

MONY SECURITIES CORP. (NEW YORK NY)

NA

11/02/1987 - 06/12/1990

BEECHWOOD SECURITIES CORP.

NA

08/23/1983 - 11/30/1987

THOMSON MCKINNON SECURITIES INC.

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Licenses & Designations

BOTH

Issued 10/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Alan Segal.
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