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Dennis Patrick Fagan

FAGAN ASSOCIATES INC·TROY, New York
Clean recordFAGAN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dennis Patrick Fagan is a registered financial advisor based in TROY, New York, affiliated with FAGAN ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FAGAN ASSOCIATES INC
FAGAN ASSOCIATES INC
AUM
$677M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1372863
Firm CRD# 107562
View on FINRA BrokerCheck →

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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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