Christine Fusare (CRD# 1929092) is an Investment Advisor Representative working at Kickstand Wealth Advisors in Pittsford, NY and has over 29 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kickstand Wealth Advisors | Pittsford, NY | Sep 2023 - Current | < 1 |
| Tcwp Llc Dba Kickstand Wealth Advisors | Beachwood, OH | Jun 2021 - Sep 2023 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford, NY | May 1996 - Jun 2021 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- NY
-
Total Assets Under Management454MILLIONS
-
Total Number of Accounts1,692ACCOUNTS
-
Average Account Value$268,261
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MA, MI, NC, NY, SC, TX, VA
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