Paul
Fegan
Navis Wealth Advisors LLC
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About this Advisor
Paul Fegan is a certified financial planner operating out of Port Chester, New York who has 2 years of relevant experience. Fegan currently works for Navis Wealth Advisors LLC. Their career trajectory has included roles at Clarfeld Financial Advisors, Merrill Lynch, Pierce, Fenner & Smith Inc, Sanctuary Securities, Inc, Navis Wealth Advisors LLC, Purshe Kaplan Sterling Investments and Bank Of America, N.A. Fegan maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Navis Wealth Advisors LLC is a financial advisory business operating out of Port Chester, NY. It controls $317 million in assets between its 335 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 335 client accounts, 74% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Navis Wealth Advisors LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Navis Wealth Advisors LLC can consist of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Navis Wealth Advisors LLC Brokerage Details
$317,386,580
5
335
$947,423
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Paul Fegan Work History
Paul has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Investments
Navis Wealth Advisors LLC
Sanctuary Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Clarfeld Financial Advisors
*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 Paul Fegan 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 Navis Wealth Advisors LLC
Port Chester, NY
Port Chester, NY
Port Chester, NY
Port Chester, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
