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Jeffrey S

Series 63, Series 65

Fishkill, NY

FSC Wealth Advisors, LLC

Jeffrey Scott is a financial advisor with FSC Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has previously worked at NEXT Financial Group, Inc and Geneos Wealth Management Inc. He also serves as a director of the Aesculapius Club. FSC Wealth Advisors, LLC is an SEC-registered independent investment adviser serving individuals, businesses, retirement plans, trusts, estates, and charitable organizations. The firm focuses on broadly diversified, systematically managed portfolios with client-specific investment policies and offers customized strategies including direct-indexing and tax-loss harvesting.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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James C

Series 63, Series 65, Series 66

Fishkill, NY

FSC Wealth Advisors, LLC

James Comblo is a financial advisor at FSC Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63, 65, and 66 designations. His prior work includes roles at C2P Capital Advisory Group, Geneos Wealth Management, and Next Financial Group, among others. Outside of advising, he owns FSC Tax Advisors and Comblo Funding Corp. FSC Wealth Advisors, LLC is an SEC-registered independent investment adviser serving individuals, businesses, qualified retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $122 million in discretionary assets and employs a broadly diversified, systematically managed investment approach.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Elizabeth A

Series 65

Fishkill, NY

FSC Wealth Advisors, LLC

Elizabeth Arcara is a financial advisor with FSC Wealth Advisors, LLC, holding a Series 65 designation and three years of industry experience. She has worked at GENEOS Wealth Management Inc. and FSC Wealth Advisors since 2022. Outside of her advisory role, she has been involved in the hospitality industry as a bartender at Cafe Corp 165 / Hudson Grille since 2016. FSC Wealth Advisors provides investment supervisory, portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs broadly diversified, systematic model portfolios with a discretionary approach and offers specialized programs such as an Active Management Program featuring direct-indexing strategies and tax-loss harvesting.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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