Fusion Analytics Investment Partners LLC

Fusion Analytics Investment Partners LLC (CRD# 139321) is a financial advisory firm headquartered in New York, NY. They manage $207,250,000 in 740 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    740
    ACCOUNTS
  • Average Account Value
    $280,068
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, LA, NJ, NY, PA, TX

Financial Advisors at Fusion Analytics Investment Partners LLC
Showing 1 - 10 of 12 top financial advisors.
1
Eric C. Willer
CRD#: 2263899
Dallas, TX
96
Wealthminder
score

Eric Willer (CRD# 2263899) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Dallas, TX and has over 20 years of experience in the finance industry.

2
Jeffrey Cianci
CRD#: 1760643
44 Wall Street, 12th Floor, New York, NY 10005
93
Wealthminder
score

Jeffrey Cianci (CRD# 1760643) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in New York, NY and has over 7 years of experience in the finance industry.

3
Jennifer M. Dorfman
CRD#: 3009328
5571 N. University Dr., Suite 104, Coral Springs, FL 33067
93
Wealthminder
score

Jennifer Dorfman (CRD# 3009328) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Coral Springs, FL and has over 17 years of experience in the finance industry.

4
Tami Warr
CRD#: 5492609
300 Crescent Court, Suite 840, Dallas, TX 75201
93
Wealthminder
score

Tami Warr (CRD# 5492609) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Dallas, TX and has over 8 years of experience in the finance industry.

5
Donald H. Burgess
CRD#: 6158187
5571 N. University Drive, Suite 104, Coral Springs, FL 33067
90
Wealthminder
score

Donald Burgess (CRD# 6158187) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Coral Springs, FL and has 1 year of experience in the finance industry.

6
Jeffrey R. Burke
CRD#: 4849507
44 Wall Street, 12th Floor, New York, NY 10005
83
Wealthminder
score

Jeffrey Burke (CRD# 4849507) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in New York, NY and has over 11 years of experience in the finance industry.

7
Michael J. Conte
CRD#: 2646071
80 Orville Drive, Bohemia, NY 11716
83
Wealthminder
score

Michael Conte (CRD# 2646071) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Bohemia, NY and has over 20 years of experience in the finance industry.

8
Steven M. Weitz
CRD#: 2731399
5571 N. University Dr., Suite 104, Coral Springs, FL 33067
83
Wealthminder
score

Steven Weitz (CRD# 2731399) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Coral Springs, FL and has over 20 years of experience in the finance industry.

9
Peter E. Weitz
CRD#: 4723666
5571 N. University Drive, Suite 104, Coral Springs, FL 33067
81
Wealthminder
score

Peter Weitz (CRD# 4723666) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Coral Springs, FL and has over 12 years of experience in the finance industry.

10
John M. Walsh
CRD#: 1371177
5571 N University Drive, Suite 104, Coral Springs, FL 33067
63
Wealthminder
score

John Walsh (CRD# 1371177) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Coral Springs, FL and has over 31 years of experience in the finance industry.

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