AF
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Anthony Fusaro

16 Years of Experience
Huntington, NY
BrokerSells Insurance

Anthony Fusaro is a registered investment advisor at Ameriprise Financial Services, LLC, based in Huntington, NY, with 16 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

7 E Carver St, Huntington, NY, 11743

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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

Anthony is an independent insurance broker for United Health Care Oxford and Aetna since 2019, selling health insurance. He also has a business ownership stake in another entity, which is not investment-related and requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs
Ameriprise Financial Services, LLCBroker
May 2020 - Present · 6 yrs
Previous Registrations
AXA Advisors, LLC
April 2016 - May 2020 · 4 yrs 1 mo
AXA Advisors, LLCBroker
July 2015 - May 2020 · 4 yrs 10 mos
Hightower Securities, LLCBroker
June 2014 - July 2015 · 1 yr 1 mo
Lincoln Financial Advisors CorporationBroker
March 2014 - June 2014 · 3 mos
Nylife Securities LLCBroker
November 2009 - November 2013 · 4 yrs
Tradition Asiel Securities INC.Broker
August 2009 - October 2009 · 2 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAILKSKYLAMAMDMEMIMNNCNENJNVNYOHPARISCTXUTVAWA
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.