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FSC WEALTH ADVISORS, LLC
CRD 154382 · SEC 801-71646
1 SUMMIT COURT, SUITE 100, FISHKILL, NY, 12524, United States
Phone
845-297-0300
Fax
845-297-0572
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.3M
Discretionary AUM
$122.3M
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 677 | $79.4M |
| High net worth individuals | 9 | $11.8M |
| Pooled investment vehicles | 2 | $30.6M |
States served
CA, MD, NJ, NY, NC, PA, RI, SC, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/in/jeffrey-scott1/
- HTTPS://TWITTER.COM/FSCWEALTH
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FSC-WEALTH-ADVISORS-LLC
- HTTPS://WWW.FACEBOOK.COM/FSCWEALTH/
- https://www.instagram.com/fsc_wealth_advisors/
- https://www.linkedin.com/in/james-comblo/
- https://twitter.com/james_comblo
- https://www.youtube.com/@fscwealthadvisorsllc9395
- HTTP://WWW.FSCWEALTHADVISORS.COM/
Official SEC filing: View on IAPD