Paul Fegan is a CFP-designated registered investment advisor, based in Rye Brook, NY, with 9 years of industry experience.
Location
800 Westchester Avenue, Suite 700, Rye Brook, NY, 10573
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a managing partner in several entities, including Navis Wealth Advisors, LLC (a registered investment advisor), Navis Wealth Preservation, LLC (providing insurance advice), and Navis Tax, LLC. He also dedicates a few hours per week as a registered representative for Great Point Capital, LLC and will be a Director for Navis Foundation, Inc.
Employment History
Current Registrations
Great Point Capital LLCBroker
Navis Wealth Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.