Gary Segal
Gary Segal is a registered investment advisor at Seelaus Asset Management, LLC, based in Chatham, NJ, with 42 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 270 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seelaus Asset Management's (SAM) advisory fee for retail accounts can be up to 1.5% of the value of your portfolio annually. This fee is typically paid quarterly in advance. For institutional accounts, the fee can range up to 1.0% annually, paid quarterly in arrears. Fees are negotiable. SAM also offers an automated investment program called GAISER with a $10,000 minimum.
Location
26 Main Street, Suite 304, Chatham, NJ, 07928
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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
R. Seelaus & CO., LLC
R. Seelaus & CO., LLCBroker
Previous Registrations
Essex National Securities, INC.Broker
Mony Securities CORP.Broker
Beechwood Securities CORP.Broker
Thomson Mckinnon Securities INC.Broker
State Registrations13 states
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.