Paul Fegan

Employer firm

Navis Wealth Advisors LLC CRD 311171

$902M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 09/2016
  Unemployed
  West Harrison, NY
• 09/2016 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2016 → 11/2018
  Bank Of America, N.A.
  New York, NY
• 11/2018 → 01/2021
  Sanctuary Securities, Inc
  Indianapolis, IN
• 02/2021 → 09/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2020 → Present
  Navis Wealth Advisors Llc
  Rye Brook, NY
• 09/2023 → Present
  Great Point Capital, Llc
  Rye Brook, NY
• 05/2026 → Present
  Quincy Wells Capital, Llc
  Chicago, IL

Previous Registrations

• 2018-11-02 → 2021-01-08
  Sanctuary Advisors, Llc
  Rye Brook, NY
• 2016-10-28 → 2018-11-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

(1) Navis Wealth Advisors, LLC; Investment Related; 800 Westchester Ave, Suite S700, Rye Brook, NY 10573; Registered Investment Advisor; Managing Partner; 12/2020; Hours/Month- 140; Trading Hours- 142; Provide Investment Advisory & Financial Planning To Clients (2) Navis Wealth Preservation, LLC; Investment Related; Life, Disability & Long-Term Care; 800 Westchester Ave, Suite S700, Rye Brook, NY 10573; Life, Disability, & Long-Term Care Insurance; Managing Partner; 12/2020; Hours/Month- 10; Trading Hours- 0; Provide Insurance Advice & Recommend Appropriate Insurance Products To Clients (3) Navis Tax, LLC. 800 Westchester Ave., Rye Brook, NY. Tax planning and compliance. Managing Partner; Not investment related. 5 hrs./mo. during trading. Start 10/31/2019; 10/2019; Hours/Month- 2; Trading Hours- 0; Supervise & Manage The Tax Practice (4) Navis Wealth Management, LLC; Non Investment Related; 800 Westchester Ave, Suite S602, Rye Brook, NY 10573; Holding Company; Managing Partner; 11/2018; Hours/Month- 2; Trading Hours- 0; Provide Oversight & Administration Of The Entity (5) Navis Wealth Partners, LLC; Non Investment Related; 800 Westchester Ave, Suite S602, Rye Brook, NY 10573; Holding Company; Managing Partner; 11/2018; Hours/Month- 2; Trading Hours- 0; Provide Oversight & Administration Of The Entity (6) S.P.Q.R. Holdings, LLC; Non Investment Related; 800 Westchester Ave, Suite S602, Rye Brook, NY 10573; Holding Company; Managing Partner; 11/2018; Hours/Month- 2; Trading Hours- 0; Provide Oversight & Administration Of The Entity (7) Simply Sweet By Cindy, LLC; Non Investment Related; 800 Westchester Ave, Suite S602, Rye Brook, NY 10573; Cindy Fegan's (Spouse) Baking Business; Managing Partner; 04/2020; Hours/Month- 2; Trading Hours- 0; Assist Spouse With Logistics & Administration Of The Entity (8) Great Point Capital, LLC; Investment Related; Business is conducted from 800 Westchester Ave, Suite S700, Rye Brook, NY 10573; Registered Broker-Dealer; Registered Representative; 09/2023; Hours/Month- 10; Trading Hours- 10; Implements securities transactions. (9) Paul Fegan will be Director for Navis Foundation, Inc. The duties Paul will conduct will be to Oversee all activities of the charity.

Exams

• S66 Uniform Combined State Law Examination
  2016-10-27

Designations

• Certified Financial Planner

Other Names

• Paul Christian Fegan
• Paul Fegan
• Paul C Fegan