Claim Profile
Unclaimed Profile
JH

Jr. Edward Hogan

FSC WEALTH ADVISORS, LLC·WAPPINGERS FALLS, New York
SIE, Series 7, Series 63, Series 65Clean record14 years registeredFSC WEALTH ADVISORS, LLC
766 OLD ROUTE 9 NORTH, WAPPINGERS FALLS, NY 12590CRD# 2350120Firm CRD# 154382

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jr. Edward Hogan · WAPPINGERS FALLS, NY
Registration
CRD #2350120 · FSC WEALTH ADVISORS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FSC WEALTH ADVISORS, LLC
Feb 2015Aug 2021
Wappingers Falls, NY
May 2013Oct 2021
WAPPINGERS FALLS, NY
Feb 2012Dec 2013
Wappingers Falls, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · February 7, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FSC WEALTH ADVISORS, LLC
CRD 154382 · SEC 801-71646
AUM
$249M
Regulatory assets under management
Employees
5
2,036 client accounts
Services offered by FSC WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Jr.

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jr. is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WAPPINGERS FALLS?

Browse all registered financial advisors in WAPPINGERS FALLS, New York or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Jr. Edward Hogan offer?
Jr. Edward Hogan specializes in Financial Planning, Investment Management, Retirement Planning.
What are Jr. Edward Hogan's credentials?
Jr. Edward Hogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr. Edward Hogan located?
Jr. Edward Hogan is based in WAPPINGERS FALLS, New York, last registered with FSC WEALTH ADVISORS, LLC.
How does Jr. Edward Hogan charge for services?
Jr. Edward Hogan'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 FSC WEALTH ADVISORS, LLC?
FSC WEALTH ADVISORS, LLC has approximately 5 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FSC WEALTH ADVISORS, LLC