AF
AF

Anastasia Marie Fusco

4 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
257 clients
Average Client Portfolio
$381K average
Assets Under Management
$97.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

11974 County Road 101, Suite 103, The Villages, FL, 32162

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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 Activities

Anastasia is an investment advisor at Talon Private Wealth since August 2021, dedicating full-time hours to providing investment advice. She is also a registered representative with AAG Capital, Inc. since May 2022, spending a few hours per week on the sale of variable products.

Employment History
Current Registrations
Talon Private Wealth, LLC
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Aag Capital, INCBroker
May 2022 - February 2024 · 1 yr 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Anastasia Marie Fusco - Financial Advisor | TrueAdvisor