Harvey Lee Radler

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:

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

Current Employers

Employment History

• 11/2013 → Present
  Fusion Family Wealth, Llc
  Woodbury, NY

Previous Registrations

• 2002-12-20 → 2005-05-09
  Morgan Stanley Dw Inc.
  New York, NY

Other Businesses

ATLANTIC GOLF CLUB 1040 SCUTTLEHOLE ROAD BRIDGEHAMPTON, NY 11932 ATLANTIC GOLF CLUB-SECRETARY 870 FIFTH AVENUE CORPORATION-VICE PRESIDENT 7/1/08 SECRETARY 2 HOURS PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-08
• S63 Uniform Securities Agent State Law Examination
  1980-06-18

Other Names

• Harvey L Radler