Marc D. Segelnick

CLUTCH CAPITAL MANAGEMENT

West Hempstead, NY

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CRD#: 2610349

Professional summary

Marc Daniel Segelnick is a registered financial advisor currently at CLUTCH CAPITAL MANAGEMENT, LLC located in West Hempstead, New York.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Marc has worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Daniel Segelnick's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 19, 2021 - Present

CLUTCH CAPITAL MANAGEMENT, LLC

RIA

CRD#: 154533

West Hempstead, NY

Past

April 6, 2009 - December 18, 2012

SAXONY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 122692

WEST HEMPSTEAD, NY

Past

April 6, 2009 - December 18, 2012

SAXONY SECURITIES, INC.

CRD#: 115547

WEST HEMPSTEAD, NY

Past

November 16, 2007 - April 2, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

MITCHEL FIELD, NY

Past

January 4, 1999 - December 17, 2001

GLENN MICHAEL FINANCIAL, INC.

CRD#: 37912

MELVILLE, NY

Past

November 10, 1997 - October 27, 1998

SCHNEIDER SECURITIES, INC.

CRD#: 16434

DENVER, CO

Past

March 27, 1997 - December 5, 1997

PHD CAPITAL

CRD#: 38785

NEW YORK, NY

Past

May 17, 1995 - February 21, 1997

STERLING FOSTER & COMPANY, INC.

CRD#: 36052

UNIONDALE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(4/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/6/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/22/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/15/2007

General Securities Representative Examination

Current Firm

CLUTCH CAPITAL MANAGEMENT, LLC

CRD#: 154533 / SEC#:

New York

Registered Investment Advisory firm - (8/10/2010 Approved)

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Contact information

Main Address

Forest Hills, NY

Mailing Address

Phone number

(917) 692-1259

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	107
AUM (Assets Under Management)	$ 28,100,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Marc D. Segelnick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Daniel Segelnick's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLUTCH CAPITAL MANAGEMENT, LLC

SAXONY CAPITAL MANAGEMENT, LLC

SAXONY SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

GLENN MICHAEL FINANCIAL, INC.

SCHNEIDER SECURITIES, INC.

PHD CAPITAL

STERLING FOSTER & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/6/2007

Series 63

Date: 5/22/1995

Series 7

Date: 11/15/2007

Current Firm

CLUTCH CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLUTCH CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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