Unclaimed Profile

Robert Thomas Pujia

FUSION INVESTMENT ADVISORS LLC·DALLAS, Texas

Series 6, Series 7, Series 63, Series 66Clean record17 years registeredFUSION INVESTMENT ADVISORS LLC

9111 CYPRESS WATERS BLVD SUITE 140, DALLAS, TX 75019CRD# 4576099Firm CRD# 156549

Profile Verification

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

Identity

Robert Thomas Pujia · DALLAS, TX

Registration

CRD #4576099 · FUSION INVESTMENT ADVISORS LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FUSION INVESTMENT ADVISORS LLC

COPPELL ADVISORY SOLUTIONS LLC

Feb 2012 – Jun 2025

MECHANICSBURG, PA

PNC INVESTMENTS

Aug 2010 – Feb 2012

BRIDGEVILLE, PA

JOHN HANCOCK ADVISERS, LLC

Dec 2008 – Apr 2009

BOSTON, MA

MFC GLOBAL INVESTMENT MANAGEMENT (U.S.), LLC

Dec 2008 – Apr 2009

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · December 8, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUSION INVESTMENT ADVISORS LLC

CRD 156549 · SEC 801-72171

AUM

$850M

Regulatory assets under management

Employees

7,997 client accounts

Services offered by FUSION INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FUSION INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Robert Thomas Pujia offer?

Robert Thomas Pujia specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Thomas Pujia's credentials?

Robert Thomas Pujia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Thomas Pujia located?

Robert Thomas Pujia is based in DALLAS, Texas, last registered with FUSION INVESTMENT ADVISORS LLC.

How does Robert Thomas Pujia charge for services?

Robert Thomas Pujia's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUSION INVESTMENT ADVISORS LLC?

FUSION INVESTMENT ADVISORS LLC has approximately 76 employees and manages $850M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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