Joseph Fusaro

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Oppenheimer & Co. Inc.
  Melville, NY

Previous Registrations

• 2013-03-06 → 2014-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY

Other Businesses

BAYVIEW AT PECONIC, INVESTMENT RELATED: Y, ADDRESS OF BUSINESS, 14 GREENHILL LANE, HUNTINGTON, NEW YORK 11743.NATURE OF BUSINESS: LLC, COMPENSATION FOR ACTIVITY: Y. POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF, RELATIONSHIP: 3/10/2003, NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: HOME LOCATED IN JAMESPORT, NY WHICH IS RENTED FOR INCOME. FOR PROFIT OR NOT FOR PROFIT: FOR PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION: AMJ BUILDING CORP ADDRESS OF BUSINESS: EAST NORTHPORT, NY NATURE OF BUSINESS: CORPORATION COMPENSATION FOR ACTIVITY: YES POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 11/16/1999 NUMBER OF HOURS DEVOTED: 10, MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 4 DUTIES: CONSTRUCTION CONTRACTING BUSINESS. I AM RESPONSIBLE FOR REVIEWING AND APPROVING BILLS, BANK STATEMENTS, SIGNING CHECKS, REVIEWING AND APPROVING PROPOSALS. SINGLE ENTITY LLC. OWNES ONE INVESTMENT PROPERTY. APPROX. 4 HOURS MONTHLY. 14 GREENHILL LANE, HUNTINGTON, NY 11743

Exams

• S66 Uniform Combined State Law Examination
  2013-03-04