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James Michael Comblo

FSC WEALTH ADVISORS, LLC·FISHKILL, New York
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1 SUMMIT COURT, FISHKILL, NY 12524CRD# 6220665Firm CRD# 154382
01

About

James Michael Comblo is a registered financial advisor based in FISHKILL, New York, affiliated with FSC WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FSC WEALTH ADVISORS, LLC
FSC WEALTH ADVISORS, LLC
AUM
$249M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FSC WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6220665
Firm CRD# 154382
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Michael Comblo offer?
James Michael Comblo specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in FISHKILL, New York for a consultation.
What are James Michael Comblo's credentials?
James Michael Comblo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Comblo located?
James Michael Comblo is based in FISHKILL, New York, working with FSC WEALTH ADVISORS, LLC. Their office serves clients in the FISHKILL metropolitan area and surrounding communities.
How does James Michael Comblo charge for services?
James Michael Comblo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FSC WEALTH ADVISORS, LLC?
FSC WEALTH ADVISORS, LLC has approximately 5 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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