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MS

Michael S. Segal

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CRD#: 417997
MS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Stephen Segal was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1982. Michael had worked at 15 firms and has passed the Series 63, SIE, Series 1, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 26, 2017 - November 9, 2017

UNIVEST SECURITIES, LLC

BD
CRD#: 36105
NEW YORK, NY
Past

October 30, 2015 - February 22, 2018

WYNSTON HILL CAPITAL, LLC

BD
CRD#: 103811
NEW YORK, NY
Past

February 2, 2010 - September 16, 2015

HALCYON CABOT PARTNERS, LTD.

BD
CRD#: 32664
NEW YORK, NY
Past

October 31, 2006 - November 3, 2009

WHITAKER SECURITIES LLC

BD
CRD#: 121465
UNIONDALE, NY
Past

March 3, 2006 - August 29, 2006

SKYEBANC, INC.

BD
CRD#: 44164
SHREWSBURY, NJ
Past

June 19, 2003 - December 31, 2005

WHITAKER SECURITIES LLC

BD
CRD#: 121465
NEW YORK, NY
Past

November 18, 2002 - July 10, 2003

MARATHON CAPITAL MARKETS, LLC

BD
CRD#: 103767
CHICAGO, IL
Past

August 13, 2002 - October 7, 2002

BRILL SECURITIES, INC.

BD
CRD#: 18565
NEW YORK, NY
Past

May 2, 2002 - March 3, 2003

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

November 20, 2001 - April 29, 2002

ARJENT LTD.

BD
CRD#: 35909
NEW YORK, NY
Past

November 29, 1999 - October 31, 2001

ALEXANDER, WESCOTT, & CO., INC.

BD
CRD#: 35935
UTICA, NY
Past

March 31, 1992 - October 29, 1999

LAMBORN SECURITIES INCORPORATED

BD
CRD#: 17489
NEW YORK, NY
Past

July 11, 1986 - March 17, 1992

MF GLOBAL INC.

BD
CRD#: 6731
NEW YORK, NY
Past

February 22, 1985 - July 11, 1986

THE DRATEL GROUP, INC.

BD
CRD#: 8049
Past

January 26, 1983 - February 11, 1985

C & S SECURITIES, INC.

BD
CRD#: 10773
Past

February 16, 1982 - July 25, 1983

GREENTREE SECURITIES CORP.

BD
CRD#: 7372

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/9/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 11/9/1966
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


US
UNIVEST SECURITIES, LLC
UNIVERSAL FINANCIAL GROUP | UNIVEST SECURITIES, LLC | UNIVEST SECURITIES, INC. DBA UNIVERSAL FINANCIAL GROUP | UNIVEST SECURITIES, INC. | UNIVEST SECURITIES

CRD#: 36105 / SEC#: , 8-47006

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
75 Rockefeller Plaza Suite18c, New York, NY 10019
Mailing Address
75 Rockefeller Plaza, New York, NY 10019
Phone number
(212) 343-8888
Established
New York since 01/15/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
18

FINRA licenses (26 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
COMMAS INTERNATIONAL HOLDING, LLCSHAREHOLDER
FAN, XINYUECFO7171614
GUO, YIMANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER, INVESTMENT BANKING CHIEF COMPLIANCE OFFICER6246079
JACOBSEN, BRYAN KNON INVESTMENT BANKING CHIEF COMPLIANCE OFFICER3055957
0

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


UNIVEST SECURITIES, LLC

CRD#: 36105

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