Unclaimed Profile

Ryan Joseph Borer

FUSION INVESTMENT ADVISORS LLC·DALLAS, Texas

Series 6, Series 7, Series 63, Series 65Clean record25 years registeredFUSION INVESTMENT ADVISORS LLC

9111 CYPRESS WATERS BLVD SUITE 140, DALLAS, TX 75019CRD# 4336934Firm CRD# 156549

Profile Verification

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

Identity

Ryan Joseph Borer · DALLAS, TX

Registration

CRD #4336934 · FUSION INVESTMENT ADVISORS LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FUSION INVESTMENT ADVISORS LLC

AFFERENT INVESTMENTS, LLC

Feb 2016 – Jul 2019

Coppell, TX

PANTHREX ASSET MANAGEMENT LLC

Nov 2015 – Apr 2021

FRANKLIN, TN

VANN EQUITY MANAGEMENT LLC

Jan 2015 – Dec 2019

COPPELL, TX

VARSITY ASSET MANAGEMENT, LLC

Jan 2014 – Aug 2016

COPPELL, TX

COPPELL ADVISORY SOLUTIONS LLC

Mar 2011 – Feb 2025

Coppell, TX

AMERICAN INVESTMENT SERVICES

Aug 2010 – Jan 2011

PALM HARBOR, FL

LINSCO/PRIVATE LEDGER CORP.

May 2003 – Mar 2004

OMAHA, NE

WADDELL & REED, INC.

May 2001 – May 2003

OMAHA, NE

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 23, 2001

Years registered · 25

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 Ryan Joseph Borer offer?

Ryan Joseph Borer specializes in Financial Planning, Investment Management, Wealth Management.

What are Ryan Joseph Borer's credentials?

Ryan Joseph Borer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Joseph Borer located?

Ryan Joseph Borer is based in DALLAS, Texas, last registered with FUSION INVESTMENT ADVISORS LLC.

How does Ryan Joseph Borer charge for services?

Ryan Joseph Borer'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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