SEGAL ADVISORS, INC.
NEW YORK, NY

SEGAL ADVISORS, INC., incorporated in New York State on October 10, 2002 (File Number F02000005225), is an employee-owned and independent investment consulting firm. As a substantial player in the U.S., it serves over 600 clients with advisory assets surpassing $500 billion. The organization originated from Segal Marco Advisors, known for pioneering efforts in evaluating retirement plan investments. Over the years, it has expanded its services through strategic acquisitions such as Irwin Tepper Associates and Rogerscasey, reinforcing its commitment to providing comprehensive investment solutions. Located in New York with a mailing address at 333 West 34th Street, SEGAL ADVISORS operates globally without conflicts of interest, owing to its independence from broker-dealers, asset managers, or custodial banks. This unique positioning ensures client-centric advisory services enhanced by deep market insights and substantial research capabilities through initiatives like the Global Investment Research Alliance, fostering informed investment decision-making for a diverse range of clients. SEGAL ADVISORS prides itself on having seasoned professionals with an average of 25 years of experience, ensuring efficient management of new accounts and transitions. The firm is renowned for its innovative approach to designing successful investment programs catering specifically to plan sponsors' needs, reflecting continued evolution in meeting client demands effectively. Key figures at SEGAL ADVISORS include Joseph A Locicero (Director), Frank Carofano (Chief Compliance Officer), and Steven C Greenspan (Senior Director of Business Development). For additional resources and insights, clients can access the firm's website at segaladvisors.com. The last annual report was filed on April 19, 2024.