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Brett Douglas Stanton

FUSION FAMILY WEALTH, LLC·WOODBURY, New York
SIE, Series 7, Series 24, Series 25, Series 55, Series 63, Series 66Clean record10 years registeredFUSION FAMILY WEALTH, LLC
88 FROEHLICH FARM BOULEVARD, WOODBURY, NY 11797CRD# 2721237Firm CRD# 168254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Douglas Stanton · WOODBURY, NY
Registration
CRD #2721237 · FUSION FAMILY WEALTH, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

FUSION FAMILY WEALTH, LLC
Aug 2021 – present
CONSOLIDATED PORTFOLIO REVIEW CORP
Apr 2016 – Nov 2016
LOCUST VALLEY, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 25
Series 55
Series 63
Series 66
Registration record
First registered · April 15, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FUSION FAMILY WEALTH, LLC
CRD 168254 · SEC 801-78339
AUM
$1.0B
Regulatory assets under management
Employees
9
1,243 client accounts
Services offered by FUSION FAMILY WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FUSION FAMILY WEALTH, LLC →
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05

Frequently Asked Questions

What services does Brett Douglas Stanton offer?
Brett Douglas Stanton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODBURY, New York for a consultation.
What are Brett Douglas Stanton's credentials?
Brett Douglas Stanton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Douglas Stanton located?
Brett Douglas Stanton is based in WOODBURY, New York, working with FUSION FAMILY WEALTH, LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does Brett Douglas Stanton charge for services?
Brett Douglas Stanton's firm is compensated through percentage of aum, other: percentage of retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUSION FAMILY WEALTH, LLC?
FUSION FAMILY WEALTH, LLC has approximately 9 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jonathan Russell Blau
WOODBURY, NY

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