Greg Segal has been Co-Chief Executive Officer of Impact Capital Partners since February 2024, is a control person of the firm and directly owns under 5% of it.
Impact Capital Partners LLC is a Greenwood Village, CO firm with $626M under management, 230 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Greg Segal’s longest registration was 19 years at UBS Financial Services Inc. (2004–2024). Before joining Impact Capital Partners in 2024, Greg Segal was registered through UBS Financial Services Inc.
- Impact Capital Partners LLCCurrent– present · 2 yearsGreenwood Village, CO · Adviser representative · Firm CRD 329616
- UBS Financial Services Inc.– · 19 yearsDenver, CO · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Greg Segal is registered as an investment adviser representative in 2 states. Each was approved in February 2024.
- ColoradoSince 8 February 2024
- TexasSince 8 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 5 May 2006 |
| Series 66 | Uniform Combined State Law Examination | 21 May 2004 |
| Series 7 | General Securities Representative Examination | 10 May 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4764691
- Firm
- Impact Capital Partners · CRD 329616
- Role
- Co-Chief Executive Officer
- Office
- 8101 E PRENTICE AVE, SUITE 1080, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Greg Segal work?
Greg Segal has been Co-Chief Executive Officer of Impact Capital Partners LLC since February 2024, and is a control person of the firm.
Is Greg Segal a financial advisor?
Yes. Greg Segal has a current investment-adviser registration in Colorado and Texas, through Impact Capital Partners since February 2024.
How many years of experience does Greg Segal have?
Greg Segal has 22 years in the financial industry, since May 2004, across 2 adviser firms.
What exams has Greg Segal passed?
Greg Segal has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in May 2004. FINRA credited Greg Segal with the SIE, which began in October 2018.
Where is Greg Segal based?
Greg Segal’s registered office is in Greenwood Village, CO.
Is Greg Segal registered with FINRA?
No. Greg Segal has no current broker registration.
How can I verify Greg Segal’s record?
Search CRD 4764691 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Greg Segal’s full registration record.