Fsc Wealth Advisors, LLC

Fsc Wealth Advisors, LLC (CRD# 154382) is a financial advisory firm headquartered in Fishkill, NY. They manage $218,416,822 in 1,834 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1 Summit Court, Suite 100, Fishkill, NY 12524
http://www.fscwealthadvisors.com/
By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    1,834
    ACCOUNTS
  • Average Account Value
    $119,093
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NC, NH, NJ, NY, PA, SC, TX

Financial Advisors at Fsc Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Shane Clarke, financial advisor Waterford CT
Shane J. Clarke
CRD#: 2970735
711 Broad Street Ext, Waterford, CT 06385

Shane Clarke (CRD# 2970735) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Waterford, CT and has over 24 years of experience in the finance industry.

2
James Comblo, financial advisor Fishkill NY
James M. Comblo
CRD#: 6220665
1 Summit Court, Suite 100, Fishkill, NY 12524

James Comblo (CRD# 6220665) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Fishkill, NY and has over 8 years of experience in the finance industry.

3
Jeffrey Scott, financial advisor Fishkill NY
Jeffrey A. Scott
CRD#: 1086020
1 Summit Court, Suite 100, Fishkill, NY 12524

Jeffrey Scott (CRD# 1086020) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Fishkill, NY and has over 25 years of experience in the finance industry.

4
Warren Kaufman, financial advisor Fishkill NY
Warren S. Kaufman
CRD#: 1400383
1 Summit Court, Suite 100, Fishkill, NY 12524

Warren Kaufman (CRD# 1400383) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Fishkill, NY and has over 36 years of experience in the finance industry.

5
Neal Miller, financial advisor Oneonta NY
Neal K. Miller
CRD#: 823284
Oneonta, NY

Neal Miller (CRD# 823284) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Oneonta, NY and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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