Elizabeth T. Arcara

FSC WEALTH ADVISORS

Fishkill, NY 12524

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CRD#: 7496117

Professional summary

Elizabeth Tatis Arcara, who also goes by Elizabeth Tatis, is a registered financial advisor currently at FSC WEALTH ADVISORS, LLC located in Fishkill, New York and GENEOS WEALTH MANAGEMENT, INC. located in Fishkill, New York.

Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Elizabeth has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Tatis

Other business activities

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.

1) WILL WORK AS A REGISTERED ASSISTANT FOR FSC WEALTH ADVISORS LLC LOCATED AT BRANCH LOCATION- 40 HOURS PER WEEK. 2) 165 CAFE CORP-BARTENDER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Tatis Arcara's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 13, 2022 - Present

FSC WEALTH ADVISORS, LLC

Office #1: 1 Summit Court Suite 100, Fishkill, NY 12524

RIA

CRD#: 154382

Fishkill, NY

Current

June 29, 2022 - Present

GENEOS WEALTH MANAGEMENT, INC.

Office #1: 1 Summit Ct Suite 100, Fishkill, NY 12524

RIA

CRD#: 120894

Fishkill, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FSC WEALTH ADVISORS, LLC

CRD#: 154382 / SEC#: 801-71646

RIA

Registered Investment Advisory firm - (8/11/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(12/13/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/13/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/29/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/22/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

FSC WEALTH ADVISORS, LLC

CRD#: 154382 / SEC#: 801-71646

RIA

Registered Investment Advisory firm - (8/11/2010 Approved)

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Contact information

Main Address

1 Summit Court Suite 100, Fishkill, NY 12524

Mailing Address

Po Box 1635, Wappingers Falls, NY 12590

Phone number

(845) 297-0300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FSC WEALTH ADVISORS, ADV PART 2A (3/6/2025)

Regulatory assets under management

Total Number of Accounts	2,092
AUM (Assets Under Management)	$ 283,104,630

Red Flags

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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Elizabeth T. Arcara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Tatis Arcara's CRS (Customer Relationship Summary).

Certified licenses

Experience

FSC WEALTH ADVISORS, LLC

GENEOS WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

FSC WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2022

Series 7TO

Date: 6/29/2022

SIE

Date: 3/22/2022

FINRA

Current Firm

FSC WEALTH ADVISORS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FSC WEALTH ADVISORS, LLC

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