Segal Marco Advisors
New York, NY·SEC-registered · CRD #114687
Segal Marco Advisors is an SEC-registered investment advisory firm in New York, NY managing $50B across 171 client accounts, with 103 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$50B
Client accounts
171
Advisory staff
103
Fee model
Fee-based
How Segal Marco Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Segal Marco Advisors
How much does Segal Marco Advisors manage?
Per its most recent SEC Form ADV filing (03/27/2026), Segal Marco Advisors reports $50B in regulatory assets under management across roughly 171 client accounts.
How does Segal Marco Advisors charge?
Segal Marco Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Segal Marco Advisors a fiduciary?
Yes. Segal Marco Advisors is registered with the U.S. Securities and Exchange Commission (CRD #114687), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Segal Marco Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Segal Marco Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Segal Marco Advisors's public SEC Form ADV filing (CRD #114687, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Segal Marco Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Segal Marco Advisors? Claim this profile.