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Aaron Joseph Fagan

FAGAN ASSOCIATES INC·TROY, New York
Clean record5 years registeredFAGAN ASSOCIATES INC
767 HOOSICK ROAD, TROY, NY 12180CRD# 7405070Firm CRD# 107562

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Joseph Fagan · TROY, NY
Registration
CRD #7405070 · FAGAN ASSOCIATES INC · 5 years registered
Brand Profile
Not yet started
01

Career History

FAGAN ASSOCIATES INC
Aug 2021 – present
02

Registrations & Exams

Registration record
First registered · August 5, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FAGAN ASSOCIATES INC
CRD 107562 · SEC 801-50955
AUM
$677M
Regulatory assets under management
Employees
5
1,610 client accounts
Services offered by FAGAN ASSOCIATES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FAGAN ASSOCIATES INC →
Introduction

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05

Frequently Asked Questions

What services does Aaron Joseph Fagan offer?
Aaron Joseph Fagan specializes in Financial Planning, Investment Management. Contact their office in TROY, New York for a consultation.
What are Aaron Joseph Fagan's credentials?
Aaron Joseph Fagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Joseph Fagan located?
Aaron Joseph Fagan is based in TROY, New York, working with FAGAN ASSOCIATES INC. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Aaron Joseph Fagan charge for services?
Aaron Joseph Fagan'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 FAGAN ASSOCIATES INC?
FAGAN ASSOCIATES INC has approximately 5 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FAGAN ASSOCIATES INC

Dennis Patrick Fagan
TROY, NY

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