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Brett Douglas Stanton

Fusion Family Wealth, LLC

Woodbury, NY

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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
Consolidated Portfolio Review Corp Woodbury NY 04/2011 11/2016
Fusion Family Wealth, Llc Woodbury NY 11/2016 Present
Sterling Monroe Securities, Llc Woodbury NY 06/2011 11/2016
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-06
S63 Uniform Securities Agent State Law Examination 1999-12-21
  • S66 Uniform Combined State Law Examination
    2012-03-06
  • S63 Uniform Securities Agent State Law Examination
    1999-12-21

View on SEC IAPD

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VANDERBILT ADVISORY SERVICES · WOODBURY, NY
CONSOLIDATED PORTFOLIO REVIEW CORP · WOODBURY, NY
MML INVESTORS SERVICES, LLC · Woodbury, NY
WELLS FARGO CLEARING SERVICES, LLC · WOODBURY, NY
MML INVESTORS SERVICES, LLC · Woodbury, NY
MG PLANNING SERVICES, INC. · WOODBURY, NY
TRIDENT ADVISORS LLC · WOODBURY, NY
HERITAGE ADVISORY LLC · WOODBURY, NY

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