Unclaimed Profile

Paul Christian Fegan

NAVIS WEALTH ADVISORS LLC·RYE BROOK, New York

SIE, Series 7, Series 66, Series 99TOCFP9 years registeredNAVIS 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 · 9 years registered

Brand Profile

Not yet started

Career History

NAVIS WEALTH ADVISORS LLC

Apr 2021 – present

SANCTUARY ADVISORS, LLC

Nov 2018 – Jan 2021

RYE BROOK, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2016 – Nov 2018

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 99TO

Registration record

First registered · October 28, 2016

Years registered · 9

Professional designation · CFP

Disclosure History

2026Judgment / Lien

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NAVIS WEALTH ADVISORS LLC

CRD 311171 · SEC 801-119746

AUM

$410M

Regulatory assets under management

Employees

106 client accounts

Services offered by NAVIS WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NAVIS WEALTH ADVISORS LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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