SM
SEGAL MARCO ADVISORS
SEC RegisteredNEW YORK, NYhttps://segalmarco.com212-251-5900
Assets Under Management
$25B+
Employees
112
Office Locations
17 offices
Total Accounts
129
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 4 | $2.5B |
| Charitable Organizations | 74 | $43.4B |
| State/Municipal Entities | 4 | — |
654 total clients reported on Form ADV.
Leadership
Ricardo Michael Dibartolo
CHIEF FINANCIAL OFFICER & TREASURER
John Robert Demairo
PRESIDENT AND CHIEF EXECUTIVE OFFICER
Inc. The Segal Group
100% SHAREHOLDER OF SEGAL ADVISORS, INC.
Margery Sinder Friedman
CORPORATE SECRETARY, SVP, GENERAL COUNSEL
Steven Cary Greenspan
CHIEF COMPLIANCE OFFICER
Timothy Reed Barron
CHIEF INVESTMENT OFFICER
Office locations
17 offices in 8 states
NY
NEW YORKHQ
CO
GREENWOOD VILLAGE
BALLSBRIDGE DUBLIN
MA
BOSTON
DC
WASHINGTON
OH
CLEVELAND
IL
CHICAGO
GA
ATLANTA
MA
BRAINTREE
CT
FARMINGTON
Regulatory & compliance
CRD number
#114687
SEC Number
801-61280
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
segalmarco.comPhone
212-251-5900Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SEGAL MARCO ADVISORS 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 the SEC or FINRA websites before making any decision.