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Gary Segal

43 Years of Experience
Rahway, NJ
BrokerSells Insurance

Gary Segal is a registered investment advisor at Seelaus Asset Management, LLC, based in Rahway, NJ, with 43 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 273 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
273 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$1.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Basic advisory fee for retail accounts can range up to 1.50% of assets under management, paid quarterly in advance. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Rahway, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gary is an insurance agent with RSC Financial Products LLC since 2005, selling personal insurance products. This requires minimal time, all during securities hours.

Employment History
Current Registrations
Seelaus Asset Management, LLC
October 2014 - Present · 12 yrs
R. Seelaus & CO., LLC
April 1993 - Present · 33 yrs 6 mos
R. Seelaus & CO., LLCBroker
April 1993 - Present · 33 yrs 6 mos
Previous Registrations
Essex National Securities, INC.Broker
January 1993 - March 1993 · 2 mos
Mony Securities CORP.Broker
June 1990 - December 1992 · 2 yrs 6 mos
Beechwood Securities CORP.Broker
November 1987 - June 1990 · 2 yrs 7 mos
Thomson Mckinnon Securities INC.Broker
August 1983 - November 1987 · 4 yrs 3 mos
State Registrations13 states
AZCACTFLMANCNJNYOKPASCVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.