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James Michael Comblo

FSC WEALTH ADVISORS, LLC·FISHKILL, New York
SIE, Series 6, Series 7, Series 63, Series 65, Series 66Clean record11 years registeredFSC WEALTH ADVISORS, LLC
1 SUMMIT COURT, FISHKILL, NY 12524CRD# 6220665Firm CRD# 154382

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Michael Comblo · FISHKILL, NY
Registration
CRD #6220665 · FSC WEALTH ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

PROSPERITY CAPITAL ADVISORS
Sep 2025 – present
FSC WEALTH ADVISORS, LLC
Aug 2021 – present
NEXT FINANCIAL GROUP, INC.
Jul 2015 – Oct 2021
Wappingers Falls, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Series 66
Registration record
First registered · July 15, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FSC WEALTH ADVISORS, LLC
CRD 154382 · SEC 801-71646
AUM
$249M
Regulatory assets under management
Employees
5
2,036 client accounts
Services offered by FSC WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FSC WEALTH ADVISORS, LLC →
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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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Jr. Edward Hogan
WAPPINGERS FALLS, NY

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