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Jonathan Russell Blau

FUSION FAMILY WEALTH, LLC·WOODBURY, New York
Clean recordFUSION FAMILY WEALTH, LLC
88 FROEHLICH FARM BOULEVARD, WOODBURY, NY 11797CRD# 1976757Firm CRD# 168254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Russell Blau · WOODBURY, NY
Registration
CRD #1976757 · FUSION FAMILY WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Russell Blau 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# 1976757
Firm CRD# 168254
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Russell Blau offer?
Jonathan Russell Blau specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODBURY, New York for a consultation.
What are Jonathan Russell Blau's credentials?
Jonathan Russell Blau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Russell Blau located?
Jonathan Russell Blau 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 Jonathan Russell Blau charge for services?
Jonathan Russell Blau'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

Brett Douglas Stanton
WOODBURY, NY
Michael Sciortino
NEW YORK, NY

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