Aaron Fagan has been Portfolio Manager and Client Associate of Fagan Associates since January 2016, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Fagan Associates Inc is a Troy, NY firm with $941M under management, 1,800 clients and 3 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
Aaron Fagan is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in August 2021.
- New YorkSince 5 August 2021
- TexasResidentSince 31 August 2021
Examinations
No examinations are on Aaron Fagan’s record.
- Full name
- Aaron Joseph Fagan
- CRD
- 7405070
- Firm
- Fagan Associates · CRD 107562
- Role
- Portfolio Manager and Client Associate
- Office
- 767 HOOSICK ROAD, Troy, NY 12180
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Aaron Fagan work?
Aaron Fagan has been Portfolio Manager and Client Associate of Fagan Associates Inc since January 2016.
Is Aaron Fagan a financial advisor?
Yes. Aaron Fagan has a current investment-adviser registration in New York and Texas, through Fagan Associates since August 2021.
How many years of experience does Aaron Fagan have?
Aaron Fagan has 5 years in the financial industry, since August 2021, across 1 adviser firm.
Where is Aaron Fagan based?
Aaron Fagan’s registered office is in Troy, NY.
Is Aaron Fagan registered with FINRA?
No. Aaron Fagan has no current broker registration.
How can I verify Aaron Fagan’s record?
Search CRD 7405070 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Fagan’s full registration record.
