Fusion Analytics Investment Partners LLC

Fusion Analytics Investment Partners LLC (CRD# 139321) is a financial advisory firm headquartered in Coral Springs, FL. They manage $197,500,000 in 720 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    720
    ACCOUNTS
  • Average Account Value
    $274,306
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
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 9 years of experience in the finance industry.

2
Jennifer M. Dorfman
CRD#: 3009328
7301 Wiles Road, 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 19 years of experience in the finance industry.

3
Tami Warr
CRD#: 5492609
7301 Wiles Road, Suite 104, Coral Springs, FL 33067
93
Wealthminder
score

Tami Warr (CRD# 5492609) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Coral Springs, FL and has over 9 years of experience in the finance industry.

4
Eric C. Willer
CRD#: 2263899
7301 Wiles Road, Suite 104, Coral Springs, FL 33067
93
Wealthminder
score

Eric Willer (CRD# 2263899) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Coral Springs, FL and has over 22 years of experience in the finance industry.

5
Donald H. Burgess
CRD#: 6158187
7301 Wiles Road, 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 12 years of experience in the finance industry.

7
Michael J. Conte
CRD#: 2646071
7301 Wiles Road, Suite 104, Coral Springs, FL 33067
71
Wealthminder
score

Michael Conte (CRD# 2646071) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Coral Springs, FL and has over 21 years of experience in the finance industry.

8
John M. Walsh
CRD#: 1371177
7301 Wiles Road, 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 32 years of experience in the finance industry.

9
Michael J. Dellaporta
CRD#: 500214
7301 Wiles Road, Suite 104, Coral Springs, FL 33067
58
Wealthminder
score

Michael Dellaporta (CRD# 500214) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Coral Springs, FL and has over 36 years of experience in the finance industry.

10
Michael J. Dellaporta
CRD#: 3078075
7301 Wiles Road, Suite 104, Coral Springs, FL 33067
58
Wealthminder
score

Michael Dellaporta (CRD# 3078075) is an Investment Advisor Representative working at Fusion Analytics Investment Partners LLC in Coral Springs, FL and has over 14 years of experience in the finance industry.

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