Unclaimed Profile

Paul Christian Fegan

NAVIS WEALTH ADVISORS LLC·RYE BROOK, New York

Clean recordNAVIS WEALTH ADVISORS LLC

800 WESTCHESTER AVENUE, RYE BROOK, NY 10573CRD# 2843750Firm CRD# 311171

Profile Verification

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

Identity

Paul Christian Fegan · RYE BROOK, NY

Registration

CRD #2843750 · NAVIS WEALTH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Christian Fegan is a registered financial advisor based in RYE BROOK, New York, affiliated with NAVIS WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NAVIS WEALTH ADVISORS LLC

AUM

$410M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NAVIS WEALTH ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2843750

Firm CRD# 311171

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Christian Fegan offer?

Paul Christian Fegan specializes in Financial Planning, Investment Management. Contact their office in RYE BROOK, New York for a consultation.

What are Paul Christian Fegan's credentials?

Paul Christian Fegan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Christian Fegan located?

Paul Christian Fegan is based in RYE BROOK, New York, working with NAVIS WEALTH ADVISORS LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.

How does Paul Christian Fegan charge for services?

Paul Christian Fegan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAVIS WEALTH ADVISORS LLC?

NAVIS WEALTH ADVISORS LLC has approximately 6 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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