Unclaimed Profile

Douglas David Fabian

FABIAN WEALTH STRATEGIES, INC.·COSTA MESA, California

Series 63, Series 65Clean record19 years registeredFABIAN WEALTH STRATEGIES, INC.

3070 BRISTOL STREET, COSTA MESA, CA 92626CRD# 1800979Firm CRD# 144177

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas David Fabian · COSTA MESA, CA

Registration

CRD #1800979 · FABIAN WEALTH STRATEGIES, INC. · 19 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Feb 2017 – present

FABIAN WEALTH STRATEGIES, INC.

Jul 2007 – Feb 2017

COSTA MESA, CA

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · July 12, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FABIAN WEALTH STRATEGIES, INC.

CRD 144177 · SEC 801-70025

AUM

$85M

Regulatory assets under management

Employees

355 client accounts

Services offered by FABIAN WEALTH STRATEGIES, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FABIAN WEALTH STRATEGIES, INC. →

Introduction

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Frequently Asked Questions

What services does Douglas David Fabian offer?

Douglas David Fabian specializes in Investment Management. Contact their office in COSTA MESA, California for a consultation.

What are Douglas David Fabian's credentials?

Douglas David Fabian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas David Fabian located?

Douglas David Fabian is based in COSTA MESA, California, working with FABIAN WEALTH STRATEGIES, INC.. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Douglas David Fabian charge for services?

Douglas David Fabian's firm is compensated through percentage of aum, other: insurance commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FABIAN WEALTH STRATEGIES, INC.?

FABIAN WEALTH STRATEGIES, INC. has approximately 6 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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