Paul Fegan
Investment adviser representative at Navis Wealth Advisors LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$902.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Quincy Wells Capital, LLCMay 2026 to now
- Great Point Capital, LLCSep 2023 to now
- Navis Wealth Advisors LLCDec 2020 to now
- Purshe Kaplan Sterling InvestmentsFeb 2021 to Sep 2023
- Sanctuary Securities, IncNov 2018 to Jan 2021
- Bank of America, N.A.Oct 2016 to Nov 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
Navis Wealth Advisors LLC
$902.2MAssets managed
126Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2843750
- Firm CRD
- 311171