Anastasia Marie Fusco

Employer firm

Talon LLC CRD 298714

$1.06B regulatory AUM 93 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2021 → Present
  Talon Private Wealth, Llc
  Folsom, CA
• 01/2020 → 11/2021
  Talon Private Wealth, Llc
  Folsom, CA
• 08/2017 → 01/2020
  Plastic Surgery
  Fleming Island, FL
• 06/2016 → 08/2017
  Huddle House
  Fleming Island, FL
• 05/2022 → Present
  Aag Capital, Inc.
  Folsom, CA

Other Businesses

1) Talon Private Wealth; investment-related; 11974 CR 101, Suite 103, The Villages, FL 32162; Investment advisory firm; Investment advisor; investment advisor; 08/2021; 40 hours/week; 20 hours/week; Provide investment advice 2) AAG Capital, Inc; investment-related; Folsom, CA; Broker-Dealer firm; registered representative; 05/2022; 5 hours a week; sale of variable products

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-13
• S65 Uniform Investment Adviser Law Examination
  2021-07-30

Other Names

• Stacy Fusco