FC ADVISORY, LLC
Legal name: FINANCIAL COACH
CRD #170478 SEC #801-81042 WEST CHESTER, PA 484-887-0452
SEC Registered
Total AUM
$346.8M
Discretionary
$346.8M
Employees
7
Clients
101
Accounts
717
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MULHERN, REBECCA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | D | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | D | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | D | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | D | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | D | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | D | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | D | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | D | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | D | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | D | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | C | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | C | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | C | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | C | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | C | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | C | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | C | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | C | Control |
| MASTRONARDO, JEFFREY, NMN | I | PARTNER | C | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MULHERN, OWEN, FRANCIS | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| MULHERN, OWEN, FRANCIS | I | PARTNER | C | Control |
| TAIT, MEGHAN, THERESA | I | PARTNER | B | Control |
| TAIT, MEGHAN, THERESA | I | PARTNER | B | Control |
| TAIT, MEGHAN, THERESA | I | PARTNER | B | Control |
| TAIT, MEGHAN, THERESA | I | PARTNER | B | Control |
| TAIT, MEGHAN, THERESA | I | PARTNER | B | Control |
| TAIT, MEGHAN, THERESA | I | PARTNER | B | Control |
| TAIT, MEGHAN, THERESA | I | PARTNER | B | Control |
| TRAYNOR, MICHAEL, BRIAN | I | PARTNER | B | Control |
| TRAYNOR, MICHAEL, BRIAN | I | PARTNER | B | Control |
| TRAYNOR, MICHAEL, BRIAN | I | PARTNER | B | Control |
| TRAYNOR, MICHAEL, BRIAN | I | PARTNER | B | Control |
| TRAYNOR, MICHAEL, BRIAN | I | PARTNER | B | Control |
| TRAYNOR, MICHAEL, BRIAN | I | PARTNER | B | Control |
| TRAYNOR, MICHAEL, BRIAN | I | PARTNER | B | Control |
| TRAYNOR, MICHAEL, BRIAN | I | PARTNER | B | Control |
| TRAYNOR, MICHAEL, BRIAN | I | PARTNER | B | Control |
Registrations
Federal
IA
Jan 15, 2025 REGISTERED
Notice Filings (7)
DE FL MD NH NJ PA TX
Address
940 E. BOOT RD.SUITE 101
WEST CHESTER, PA 19380
United States
Phone: 484-887-0452