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James Frank Cloudman

Fusion Family Wealth, LLC

Woodbury, NY

CRD 5875278

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Employer firm

Fusion Family Wealth, LLC CRD 168254

$1.44B regulatory AUM 6 advisory clients

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
Fusion Family Wealth, Llc

88 Froehlich Farm Boulevard Suite 401, Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-09
  • NY RA
    APPROVED
    Since 2021-08-09

Branch Locations

88 Froehlich Farm Boulevard Suite 401, Woodbury, NY 11797 • 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
Fusion Family Wealth Woodbury NY 11/2013 Present
  • 11/2013 → Present
    Fusion Family Wealth
    Woodbury, NY
Other Names
  • James Cloudman Jr

View on SEC IAPD

Nearby Firms

VANDERBILT ADVISORY SERVICES
CONSOLIDATED PORTFOLIO REVIEW CORP
MML INVESTORS SERVICES, LLC

Nearby Investors

BRETT IAN GOLDSTEIN
AARON DELSIGNORE
PHILIP MICHAEL SCHOLLER

Nearby Offices

VANDERBILT ADVISORY SERVICES · WOODBURY, NY
CONSOLIDATED PORTFOLIO REVIEW CORP · WOODBURY, NY
MML INVESTORS SERVICES, LLC · Woodbury, NY

More in Woodbury, NY

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