Unclaimed Profile

Kenneth Scott Roberts

FUSION ASSET MANAGEMENT, LLC·RENO, Nevada

Series 3, Series 6, Series 7, Series 9, Series 10, Series 63, Series 6525 years registeredFUSION ASSET MANAGEMENT, LLC

689 SIERRA ROSE DR SUITE A-2, RENO, NV 89511CRD# 2275718Firm CRD# 144358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth Scott Roberts · RENO, NV

Registration

CRD #2275718 · FUSION ASSET MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

FOURSTAR WEALTH ADVISORS, LLC

Dec 2020 – present

IWC ASSET MANAGEMENT LLC

Jun 2017 – Dec 2020

Truckee, CA

CONCERT WEALTH MANAGEMENT

Sep 2014 – Apr 2015

RENO, NV

WESPAC ADVISORS, LLC

Aug 2012 – Jun 2017

RENO, NV

FUSION ASSET MANAGEMENT, LLC

Mar 2008 – Dec 2012

RENO, NV

A. G. EDWARDS & SONS, INC.

Mar 2001 – Apr 2004

INCLINE VILLAGE, NV

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · March 29, 2001

Years registered · 25

Disclosure History

1979Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FUSION ASSET MANAGEMENT, LLC

CRD 144358 · SEC 801-68108

AUM

$65M

Regulatory assets under management

Employees

100 client accounts

Services offered by FUSION ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FUSION ASSET MANAGEMENT, LLC →

Introduction

Speak with Kenneth

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kenneth is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RENO?

Browse all registered financial advisors in RENO, Nevada or claim this profile if it's yours.

Browse RENO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kenneth Scott Roberts offer?

Kenneth Scott Roberts specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RENO, Nevada for a consultation.

What are Kenneth Scott Roberts's credentials?

Kenneth Scott Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Scott Roberts located?

Kenneth Scott Roberts is based in RENO, Nevada, working with FUSION ASSET MANAGEMENT, LLC. Their office serves clients in the RENO metropolitan area and surrounding communities.

How does Kenneth Scott Roberts charge for services?

Kenneth Scott Roberts's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUSION ASSET MANAGEMENT, LLC?

FUSION ASSET MANAGEMENT, LLC has approximately 1 employees and manages $65M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →