Robert Pujia, financial advisor Mechanicsburg PA
93 score

Robert Pujia

CRD Number: 4576099
Current Firm: Fusion Capital Management

Robert Pujia (CRD# 4576099) is an Investment Advisor Representative working at Fusion Capital Management in Mechanicsburg, PA and has over 14 years of experience in the finance industry.

Similar Advisors
James Gano, financial advisor Mechanicsburg PA
James H. Gano
CRD# 5665657
Northwestern Mutual Investment Services,llc
Score
103
Similar Advisors
Jonathan McKinzie, financial advisor Mechanicsburg PA
Jonathan T. McKinzie
CRD# 5954282
Msi Financial Services, Inc.
Score
100
Similar Advisors
Marc Smith, financial advisor Mechanicsburg PA
Marc Smith
CRD# 4840338
Red Wave Investments
Score
100
Company Name Location Dates Years
Fusion Investment Advisors, LLC Bradenton, FL Feb 2012 - Current 4
Pnc Investments LLC Pittsburgh, PA Jul 2010 - Feb 2012 1
Not Employed Pittsburgh, PA Apr 2009 - Jun 2010 1
John Hancock Advisers, LLC Boston, MA Dec 2008 - Mar 2009 < 1
Mfc Global Investment Management (u.s.), LLC Boston, MA Dec 2008 - Mar 2009 < 1
John Hancock Funds LLC Boston, MA Jan 2008 - Mar 2009 1
Ing Funds Distributor, LLC Scottsdale, AZ May 2004 - Jan 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Robert T. Pujia
Phone Number: 866-254-4235
Firm Website: http://www.fusioncm.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    1,620
    ACCOUNTS
  • Average Account Value
    $75,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, TX, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Robert Pujia and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.