Fabian Maximilian Degen

Employer firm

Fmd Wealth Advisors LLC CRD 334596

$140.2K regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2007 → 07/2023
  Dws Group
  New York, NY
• 01/2025 → Present
  Fmd Wealth Advisors Llc
  White Plains, NY
• 08/2023 → 12/2024
  Unemployed
  Scarsdale, NY
• 10/2025 → Present
  H&R Block
  New Rochelle, NY

Other Businesses

H&R Block, Seasonal Tax Professional (Part-Time), 466 Main St, New Rochelle, NY 10801, Preparation of federal and state individual income tax returns; general tax preparation services; client intake; no securities activity, start date 10/15/25, Investment-Related Percentage: 0%, approximate time commitment: variable and seasonal (often up to ~10-20 hours/week in peak weeks Jan - Apr; otherwise minimal). Hourly wages and/or standard company incentives; no referral fees tied to advisory services. This role does not involve securities recommendations; this compensation is unrelated to my investment advisory recommendations. I do not receive compensation for referring advisory clients to H&R Block (or vice-versa).

Designations

• Certified Financial Planner
• Chartered Financial Analyst