Fusion Family Wealth, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 168254
- SEC number
- 801-78339
- Firm type
- RIA
- Assets under management
- $1.4B as of Mar 3, 2026
- Website
- www.linkedin.com/company/fusion-family-wealth ↗
- Phone
- (516) 206-1320
- Address
- 88 Froehlich Farm Boulevard, Woodbury, NY, 11797
Advisors at this firm
5 in our index · page 1 of 1
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Jonathan Russell BlauCRD 1976757 · Woodbury, NYIA Registered
-
Jeff Scott BlickCRD 4335375 · Woodbury, NYIA Registered
-
James Frank CloudmanCRD 5875278 · Woodbury, NYIA Registered
-
Harvey Lee RadlerCRD 369938 · Woodbury, NYIA Registered
-
Brett Douglas StantonCRD 2721237 · Woodbury, NYIA RegisteredRegistration inactive
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 168254 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.