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David Blumenstein

Director at Segal Advisors

Officer record from the firm’s Form ADVForm ADV filed 6 August 2026

David Blumenstein is Director of Segal Advisors, Inc., a New York investment adviser.

Role at Segal Advisors

Title on Schedule A
Director
Control
David Blumenstein is not a control person of Segal Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Blumenstein has held the filed role since June 2008.

The firm

Segal Advisors, Inc.
New York, NY

Form ADV filed 6 August 2026

$50.2B AUM129 clients103 advisers10 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for David Blumenstein is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
David Blumenstein
CRD
4525190
Firm
Segal Advisors, Inc.
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does David Blumenstein work?

David Blumenstein has been Director of Segal Advisors, Inc. since June 2008.

Source: Form ADV, Schedule A, filed 6 August 2026

Leadership at Segal Advisors

  • John Demairo
    Director, Chief Executive Officer
  • Seth Almaliah
    Co President
  • Joseph Fristachi
    Senior Vice President, Chief Financial Officer & Treasurer
  • Steven Greenspan
    Senior Vice President, General Counsel, Corporate Secretary
  • John Marco
    Co-President
  • Diane McNally
    Senior Vice President
  • Jason Russell
    Senior Vice President
  • Amy Forebaugh
    Chief Compliance Officer
  • Jennifer Benz
    Director
  • Aldwin Frias
    Director
  • Mary Kirby
    Director
  • Stuart Lerner
    Director
  • Joseph Locicero
    Director
  • Andrew Sherman
    Director

Sources

  1. IAPD individual lookup, CRD 4525190. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Segal Advisors, Inc., filed 6 August 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with David Blumenstein or Segal Advisors, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.