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).

Current Firm Details
88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797
https://www.fusionfamilywealth.com
By the Numbers
  • Total Assets Under Management
    1,013
    MILLION
  • Total Number of Accounts
    1,243
    ACCOUNTS
  • Average Account Value
    $815,122
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NJ, NY, PA, TX

Financial Advisors at Fusion Family Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan Blau, financial advisor Woodbury NY
Jonathan R. Blau
CRD#: 1976757
88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797

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.

2
Brett Stanton, financial advisor Woodbury NY
Brett D. Stanton
CRD#: 2721237
88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797

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.

3
Jeff Blick, financial advisor Woodbury NY
Jeff S. Blick
CRD#: 4335375
88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797

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.

4
James Cloudman, financial advisor Woodbury NY
James F. Cloudman
CRD#: 5875278
88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797

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.

5
Harvey Radler, financial advisor Woodbury NY
Harvey L. Radler
CRD#: 369938
88 Froehlich Farm Boulevard, Suite 401, Woodbury, NY 11797

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals