Dennis Fagan, financial advisor Troy NY
93 score

Dennis Fagan

CRD Number: 1372863
Current Firm: Fagan Associates Inc.

Dennis Fagan (CRD# 1372863) is an Investment Advisor Representative working at Fagan Associates Inc. in Troy, NY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Fagan Associates Inc. Troy, NY Aug 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
Contact Info for Dennis P. Fagan
Phone Number: 518-279-1044
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    280
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $142,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, LA, MA, NH, NY, SC, VT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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