EF
EF

Edward Fusco

31 Years of Experience
Fitchburg, MA
BrokerSells Insurance

Edward Fusco is a registered investment advisor at Cetera Investment Advisers LLC, based in Fitchburg, MA, with 31 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

982 S St Unit C, Fitchburg, MA, 01420

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Edward works as an insurance agent selling life, health, disability, annuities, and long-term care products since 2005. This activity requires minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2018 - June 2023 · 5 yrs 1 mo
Tower Square Securities, INC.Broker
May 2005 - September 2013 · 8 yrs 4 mos
American Express Financial Advisors INC.Broker
March 1994 - May 2005 · 11 yrs 2 mos
Ids Life Insurance CompanyBroker
March 1994 - May 2005 · 11 yrs 2 mos
State Registrations7 states
FLMAMENHSCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.