Segal Rogerscasey

Segal Rogerscasey (CRD# 114687) is a financial advisory firm headquartered in New York, NY. They manage $4,654,088,718 in 31 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,654
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $150,131,894
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, LA, MA, MD, MI, MN, MO, NE, NH, NJ, NY, OH, OK, PA, RI, TN, TX, VA

Financial Advisors at Segal Rogerscasey
No Advisor Found.
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