FSC WEALTH ADVISORS, LLC

1 Summit Court
Suite 100
Fishkill, New York 12524
Tel: 845-297-0300

About FSC WEALTH ADVISORS, LLC

FSC WEALTH ADVISORS, LLC, formally registered with the SEC as FSC WEALTH ADVISORS, LLC. The firm was established in 08/11/2010. They have over 3 offices throughout the country.

FSC WEALTH ADVISORS, LLC is a Fishkill, New York based Financial Planning firm with nearly $248,663,333 assets under management, offering retirement planning & investment advisory services to 2036 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154382
SEC#	801-71646
Assets Managed by Firm	$248,663,333
No. of Clients	2036
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2036	$248,663,333
Individuals (other than high net worth individuals)	1145	$164,557,046
High net worth individuals	28	$51,196,614
Corporations or other businesses	Fewer than 5 clients	$608,847

More Retirement Planning firms in Fishkill, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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