Paul Fegan Jr
CFP®, CLU®Professional Summary
Paul Fegan JR, CFP®, CLU®, who also goes by Paul Christian Fegan Jr, Paul Fegan, Paul C Fegan Jr, is a registered financial advisor currently at NAVIS WEALTH ADVISORS LLC located in Rye Brook, New York and QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois. Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Paul has worked at 7 firms and has passed...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paul Christian Fegan Jr, Paul Fegan, Paul C Fegan Jr
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
APELIUX CAPITAL ADVISORS, LLC | NAVIS WEALTH ADVISORS LLC
Contact Information
Main Address
800 Westchester Avenue Suite 700, Rye Brook, NY 10573Phone Number
(914) 848-8300# of Employees
8SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
623AUM (Assets Under Management)
$902,226,266Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
APELIUX CAPITAL ADVISORS, LLC | NAVIS WEALTH ADVISORS LLC
State Registrations and Notice Filings
(5/1/2026)
(5/1/2026)
(5/1/2026)
(4/16/2021)
(5/1/2026)
(5/1/2026)
(5/1/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Paul Fegan JR's CRS (Customer Relationship Summary).
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