Elizabeth
Tatis
Fsc Wealth Advisors, LLC
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About this Advisor
Elizabeth Tatis is a financial advisor working in Fishkill, New York with a total of 1 year of relevant experience. Tatis is an employee of Fsc Wealth Advisors, LLC. During their career, Tatis has held roles at Fsc Wealth Advisors LLC, Geneos Wealth Management Inc, Cafe Corp 165 / /Hudson Grille, 8Th And Union Kitchen and Mikimoto'S Japanese Restaurant. Tatis holds a Series 65 license, designating them as an investment advisor representative, and can operate in New York. Fsc Wealth Advisors, LLC is a company operating out of Fishkill, NY. The company has offices in two locations and a total of six financial advisors. It administers $221 million in assets under management among its 1,933 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,933 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and educational seminars. Financial advisory fees are based on which services the firm provides the client. Fee types charged by Fsc Wealth Advisors, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fsc Wealth Advisors, LLC Brokerage Details
$220,611,172
6
1,933
$114,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Educational seminars/workshops
Elizabeth Tatis Work History
Elizabeth has been registered as a financial advisor for 1 years.*
Fsc Wealth Advisors LLC
Geneos Wealth Management Inc
Cafe Corp 165 / /Hudson Grille
8Th And Union Kitchen
Mikimoto'S Japanese Restaurant
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Tatis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fsc Wealth Advisors, LLC
Fishkill, NY
Waterford, CT
Fishkill, NY
Fishkill, NY
Fishkill, NY
Oneonta, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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