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Fabian Maximilian Degen

Fmd Wealth Advisors LLC

White Plains, NY

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Current Employers
Fmd Wealth Advisors Llc

169 Mamaroneck Avenue 2Nd Floor #36, White Plains, NY 10601 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-21
  • NY RA
    APPROVED
    Since 2025-02-21

Branch Locations

169 Mamaroneck Avenue 2Nd Floor #36, White Plains, NY 10601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dws Group New York NY 09/2007 07/2023
Fmd Wealth Advisors Llc White Plains NY 01/2025 Present
Unemployed Scarsdale NY 08/2023 12/2024
H&R Block New Rochelle NY 10/2025 Present
  • 09/2007 → 07/2023
    Dws Group
    New York, NY
  • 01/2025 → Present
    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

View on SEC IAPD

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