FUSION FAMILY WEALTH, LLC

FUSION FAMILY WEALTH, LLC of WOODBURY, NY is an SEC-registered investment adviser (CRD 168254). Regulatory assets under management: $1.4B.

Registration

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (9)

NameRoleLocation
Jonathan Russell BlauCHIEF EXECUTIVE OFFICER AND MEMBER; MEMBER
Brett Douglas StantonCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER
STAFF MICHAEL THEODOREMEMBER
PURCELL JOHN PETERMEMBER
FLOOD KEITH OWENCHIEF COMPLIANCE OFFICER
BLAU JONATHAN RUSSELLCHIEF EXECUTIVE OFFICER AND MEMBER; MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER; MEMBER (+1 more)
SCIORTINO MICHAELCHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER
IAMUNNO MARGARET ACHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER
STANTON BRETT DOUGLASCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER

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