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Steven Greenspan

Senior Vice President, General Counsel, Corporate Secretary at Segal Advisors

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

Steven Greenspan is Senior Vice President, General Counsel, Corporate Secretary of Segal Advisors, Inc., a New York investment adviser.

Role at Segal Advisors

Title on Schedule A
Senior Vice President, General Counsel, Corporate Secretary
Control
Steven Greenspan is a control person of Segal Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Steven Greenspan has held the filed role since December 2020.

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 18 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 Steven Greenspan 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
Steven Greenspan
CRD
6036623
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 Steven Greenspan work?

Steven Greenspan has been Senior Vice President, General Counsel, Corporate Secretary of Segal Advisors, Inc. since December 2020, and is a control person of the firm.

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

Leadership at Segal Advisors

Sources

  1. IAPD individual lookup, CRD 6036623. 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 18 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 Steven Greenspan or Segal Advisors, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.