FSC Wealth Advisors, LLC
Firm details
- Headquarters
- Fishkill, New York
- CRD number
- 154382
- Registered since
- August 11, 2010
- Website
- www.fscwealthadvisors.com
- Custodians
- BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC, NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals64.95%
- Pooled Investment Vehicles24.99%
- HNWI9.65%
- Corporations / Businesses0.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesEducational Seminars / Workshops
Firm profile
FINTRXOverview
FSC Wealth Advisors, LLC is an independent registered investment adviser formed in 2010 and organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional accounts. Its fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. Core advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, oversight of pooled investment vehicles, and educational seminars and workshops. FSC does not identify as an ESG-focused investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Private Funds25%
- Cash & Cash Equivalents5%
- Exchange Traded Equities2%
Contacts
3 of 3
Elizabeth Arcara
Client Services AssociateCRD 7496117
James Comblo
Registered RepresentativeCRD 6220665
Jeffrey Scott
Investment Advisor RepresentativeCRD 1086020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$513K in ETFs
0%
$0
100%
$513K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF (PDBC) | Invesco | Active | Commodities Broad Basket | $513K | 32,326 | 100.00% |
Location
Fishkill, NY
Dutchess
Location
Fishkill, NY
Headquartered in Fishkill, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Dutchess
- Address
- 1 Summit Ct
- Time zone
- ET (UTC-5)
- Office locations
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