FUSION FAMILY WEALTH, LLC

WOODBURY, New York·3 registered advisors·CRD# 168254

SEC# 801-783390(516) 206-1320

01

Firm Overview

AUM

$1.0B

Regulatory assets under management

Employees

9

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Other: PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at FUSION FAMILY WEALTH, LLC

3 registered advisors

Brett Douglas Stanton

WOODBURY, New York

Jonathan Russell Blau

WOODBURY, New York

Michael Sciortino

NEW YORK, New York

05

Office Locations

WOODBURY, New York

NEW YORK, New York

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Data sourced from SEC Form ADV filings. FUSION FAMILY WEALTH, LLC (CRD# 168254) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.