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Greg Segal

Investment Adviser Representative at IMPACT CAPITAL PARTNERS LLC

Greenwood Village, COCRD #4764691Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ColoradoTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/21/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 5/5/2006
Series 7
General Securities Representative Examination
Passed 5/10/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Impact Capital Partners LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

IMPACT CAPITAL PARTNERS LLCCurrent
2/8/2024Greenwood Village, CO
UBS FINANCIAL SERVICES INC.
5/24/20042/20/2024Denver, CO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at IMPACT CAPITAL PARTNERS LLC

4 other advisors in the directory

View IMPACT CAPITAL PARTNERS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Greg Segal has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Greg Segal - Financial Advisor in Greenwood Village, CO | AdvisorFinder