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President, Chief Compliance Officer, and Portfolio Manager · Fagan Associates Inc

Dennis P. Fagan

CRD 1372863 · Named on Form ADV at one SEC-registered adviser

At a glance

Fagan Associates Inc, an SEC-registered wealth manager based in Troy, NY with $941 million in regulatory assets, lists Dennis P. Fagan on its Form ADV as President, Chief Compliance Officer, and Portfolio Manager, a control person.

Firms and roles

  • Fagan Associates IncPresident, Chief Compliance Officer, and Portfolio ManagerWealth manager · Troy, NY · $941M in regulatory assets

AtlasMembers

Dennis’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Aaron J. FaganPortfolio Manager and Client Associate, Fagan Associates Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dennis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.