Greg Segal

IMPACT CAPITAL PARTNERS LLC | Senior Vice-President - Wealth Management

Greenwood Village, CO 80111

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CRD#: 4764691

Professional summary

Greg Segal is a registered financial advisor currently at IMPACT CAPITAL PARTNERS LLC located in Greenwood Village, Colorado.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Greg has worked at 2 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

What are your service offerings?

Loans/credit services

Financial planning

Philanthropic services

Trust & estate planning

Insurance

Executive services/Equity comp...

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

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.

1) Smietanka 2013 Irrevocable Life Insurance Trust/ investment related?: yes/ 3653 Woodcliff Rd, Sherman Oaks, CA, 91403/ Help my niece manage her finances should my aunt and uncle pass away/ start date: 1/1/2013

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Segal's CRS (Customer Relationship Summary).

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

February 8, 2024 - Present

IMPACT CAPITAL PARTNERS LLC

Office #1: 8101 E Prentice Ave Suite 1080, Greenwood Village, CO 80111

RIA

CRD#: 329616

Greenwood Village, CO

Past

May 24, 2004 - February 20, 2024

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

DENVER, CO

Past

May 11, 2004 - February 20, 2024

UBS FINANCIAL SERVICES INC.

CRD#: 8174

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IMPACT CAPITAL PARTNERS LLC

CRD#: 329616 / SEC#: 801-129440

RIA

Registered Investment Advisory firm - (2/7/2024 Approved)

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

Colorado
(2/8/2024)

IAR

Texas
(2/8/2024)

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: 5/21/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/5/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/10/2004

General Securities Representative Examination

Current Firm

IMPACT CAPITAL PARTNERS LLC

CRD#: 329616 / SEC#: 801-129440

RIA

Registered Investment Advisory firm - (2/7/2024 Approved)

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Contact information

Main Address

8101 E Prentice Ave Suite 1080, Greenwood Village, CO 80111

Mailing Address

Phone number

(888) 304-6722

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (10/7/2025)

Regulatory assets under management

Total Number of Accounts	1,688
AUM (Assets Under Management)	$ 527,993,936

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Greg Segal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Segal's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

IMPACT CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2004

SIE

Date: 10/1/2018

Series 31

Date: 5/5/2006

Series 7

Date: 5/10/2004

Current Firm

IMPACT CAPITAL PARTNERS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACT CAPITAL PARTNERS LLC

TRUST BUT VERIFY

Contact information

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