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Chief Compliance Officer and Chief Operating Officer · Fusion Family Wealth, LLC

Brett D. Stanton

CRD 2721237 · Named on Form ADV at one SEC-registered adviser

At a glance

Fusion Family Wealth, LLC, an SEC-registered wealth manager based in Woodbury, NY with $1.4 billion in regulatory assets, lists Brett D. Stanton on its Form ADV as Chief Compliance Officer and Chief Operating Officer, a control person.

Firms and roles

  • Fusion Family Wealth, LLCChief Compliance Officer and Chief Operating OfficerWealth manager · Woodbury, NY · $1.4B in regulatory assets

AtlasMembers

Brett’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.