Segal Advisors is an SEC-registered investment adviser with its principal place of business located in New York. The Firm is wholly-owned by The Segal Group, Inc. (“The Segal Group”). Segal Advisors operates under the d/b/a Segal Marco Advisors (“Segal Marco”). With respect to its financial intermediary practice, the Firm does business under the name of Rogerscasey, a division of Segal Advisors.
Segal Marco and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Segal Marco maintains clients. Segal Marco may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Segal Marco’s website is limited to the dissemination of general information pertaining to its advisory and discretionary services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Segal Marco’s website on the Internet should not be construed by any consumer and/or prospective client as Segal Marco’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Segal Marco with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Segal Marco, please contact the SEC, FINRA or the state securities regulators for those states in which Segal Marco maintains a filing. A copy of Segal Marco’s current written disclosure statement discussing Segal Marco’s business operations, service, and fees is available from Segal Marco upon written request. Segal Marco does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Segal Marco’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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