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Christine Diane Fusare

Kickstand Wealth Advisors

Pittsford, NY

CRD 1929092

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Employer firm

Kickstand Wealth Advisors CRD 327022

$633M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kickstand Wealth Advisors

1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-09-03
  • NY RA
    APPROVED
    Since 2023-09-03

Branch Locations

1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 05/1996 06/2021
Tcwp Llc Dba Kickstand Wealth Advisors Beachwood OH 06/2021 09/2023
Kickstand Wealth Advisors Pittsford NY 09/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-25
S63 Uniform Securities Agent State Law Examination 1995-01-19
  • S66 Uniform Combined State Law Examination
    2004-05-25
  • S63 Uniform Securities Agent State Law Examination
    1995-01-19
Other Names
  • Christine D Roman
  • Christine D Fusare
  • Christine Fusare
  • Christine Diane Roman
  • Chris Roman

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARMBRUSTER CAPITAL MANAGEMENT, INC.
MARK ANDREW PAGANELLI

Nearby Investors

Christopher M Leone
Matthew A Kilmer
Matthew M Matteson

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY

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