Paul Fegan (CRD# 2843750) is an Investment Advisor Representative working at Navis Wealth Advisors LLC in Rye Brook, NY and has over 7 years of experience in the finance industry. Paul Fegan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Point Capital, LLC | Rye Brook, NY | Sep 2023 - Current | < 1 |
| Navis Wealth Advisors LLC | Rye Brook, NY | Dec 2020 - Current | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2021 - Sep 2023 | 2 |
| Sanctuary Securities, Inc. | Indianapolis, IN | Nov 2018 - Jan 2021 | 2 |
| Bank Of America, N.a. | New York, NY | Oct 2016 - Nov 2018 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Sep 2016 - Nov 2018 | 2 |
| Unemployed | West Harrison, NY | Oct 2015 - Sep 2016 | < 1 |
| Clarfeld Financial Advisors | Tarrytown, NY | Aug 1997 - Sep 2015 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- NY
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Total Assets Under Management410MILLIONS
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Total Number of Accounts106ACCOUNTS
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Average Account Value$3,865,099
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, NY, TX
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