Fusion Family Wealth LLC
Legal Name: FUSION FAMILY WEALTH, LLC
88 FROEHLICH FARM BOULEVARD, SUITE 401, WOODBURY, NY
(516) 206-1320
https://www.fusionfamilywealth.com
Frequently Asked Questions (FAQ)
Full Contact Details
Fusion Family Wealth LLC
88 FROEHLICH FARM BOULEVARD, SUITE 401, WOODBURY, NY
(516) 206-1320
(516) 224-7269
Other Info
Fusion Family Wealth, LLC is a Delaware based Limited Liability Company comprising of 8 employees, including 4 advisory roles. The exact number of clients served by the firm remains unknown. The SEC status of the company is approved and has been registered since July 25, 2013.
Website
Website
Behavioral-Based Investment Counseling to Enhance Wealth
Fusion Family Wealth believes in planning-driven investments that don't react to the financial media, current events, and short-term performance.
Direct Owners
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BRETT DOUGLAS STANTON
CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER owns less than 5%
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JONATHAN RUSSELL BLAU
CHIEF EXECUTIVE OFFICER AND MEMBER owns 75% or more