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Dennis Patrick Fagan

FAGAN ASSOCIATES INC·TROY, New York
Series 6, Series 7, Series 63Clean record11 years registeredFAGAN ASSOCIATES INC
767 HOOSICK ROAD, TROY, NY 12180CRD# 1372863Firm CRD# 107562

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis Patrick Fagan · TROY, NY
Registration
CRD #1372863 · FAGAN ASSOCIATES INC · 11 years registered
Brand Profile
Not yet started
01

Career History

FAGAN ASSOCIATES INC
Apr 2018 – present
FAGAN ASSOCIATES INC
Sep 2014 – Dec 2017
TROY, NY
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · September 17, 2014
Years registered · 11
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 Dennis Patrick Fagan offer?
Dennis Patrick Fagan specializes in Financial Planning, Investment Management. Contact their office in TROY, New York for a consultation.
What are Dennis Patrick Fagan's credentials?
Dennis Patrick Fagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Patrick Fagan located?
Dennis Patrick 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 Dennis Patrick Fagan charge for services?
Dennis Patrick 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

Aaron Joseph Fagan
TROY, NY

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