Fusion Family Wealth, LLC
Fusion Family Wealth, LLC (CRD# 168254) is a financial advisory firm headquartered in Woodbury, NY. They manage $1,013,196,413 in 1,243 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management1,013MILLION
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Total Number of Accounts1,243ACCOUNTS
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Average Account Value$815,122
- A percentage of assets under your management
- Other
- 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, CT, FL, MA, NJ, NY, PA, TX
Jonathan Blau (CRD# 1976757) is an Investment Advisor Representative working at Fusion Family Wealth, LLC in Woodbury, NY and has over 27 years of experience in the finance industry.
Brett Stanton (CRD# 2721237) is an Investment Advisor Representative working at Fusion Family Wealth, LLC in Woodbury, NY and has over 24 years of experience in the finance industry.
Jeff Blick (CRD# 4335375) is an Investment Advisor Representative working at Fusion Family Wealth, LLC in Woodbury, NY and has over 23 years of experience in the finance industry.
James Cloudman (CRD# 5875278) is an Investment Advisor Representative working at Fusion Family Wealth, LLC in Woodbury, NY and has 1 year of experience in the finance industry.
Harvey Radler (CRD# 369938) is an Investment Advisor Representative working at Fusion Family Wealth, LLC in Woodbury, NY and has over 43 years of experience in the finance industry.