Unclaimed Profile

Denis Fatovic

HUDSON VALLEY INVESTMENT ADVISORS, INC.·GOSHEN, New York

SIE, Series 7, Series 66Clean record15 years registeredHUDSON VALLEY INVESTMENT ADVISORS, INC.

117 GRAND STREET, 2ND FLOOR, GOSHEN, NY 10924CRD# 5465546Firm CRD# 107387

Profile Verification

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

Identity

Denis Fatovic · GOSHEN, NY

Registration

CRD #5465546 · HUDSON VALLEY INVESTMENT ADVISORS, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HUDSON VALLEY INVESTMENT ADVISORS, INC.

CALTON & ASSOCIATES, INC.

Aug 2012 – Sep 2017

TEANECK, NJ

FINANCIAL NETWORK INVESTMENT CORPORATION

Apr 2011 – Sep 2012

TEANECK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 29, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUDSON VALLEY INVESTMENT ADVISORS, INC.

CRD 107387 · SEC 801-48913

AUM

$1.4B

Regulatory assets under management

Employees

2,047 client accounts

Services offered by HUDSON VALLEY INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at HUDSON VALLEY INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Denis Fatovic offer?

Denis Fatovic specializes in Financial Planning, Investment Management, Wealth Management.

What are Denis Fatovic's credentials?

Denis Fatovic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denis Fatovic located?

Denis Fatovic is based in GOSHEN, New York, last registered with HUDSON VALLEY INVESTMENT ADVISORS, INC..

How does Denis Fatovic charge for services?

Denis Fatovic's firm is compensated through percentage of aum, hourly charges, subscription fees, other: plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUDSON VALLEY INVESTMENT ADVISORS, INC.?

HUDSON VALLEY INVESTMENT ADVISORS, INC. has approximately 20 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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