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Brett Douglas Stanton

FUSION FAMILY WEALTH, LLC·WOODBURY, New York
Clean recordFUSION 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brett Douglas Stanton is a registered financial advisor based in WOODBURY, New York, affiliated with FUSION FAMILY WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FUSION FAMILY WEALTH, LLC
FUSION FAMILY WEALTH, LLC
AUM
$1.0B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at FUSION FAMILY WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 2721237
Firm CRD# 168254
View on FINRA BrokerCheck →

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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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Other Advisors at FUSION FAMILY WEALTH, LLC

Jonathan Russell Blau
WOODBURY, NY
Michael Sciortino
NEW YORK, NY

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