Fusion Partners Global LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
291875
Registered since
May 11, 2018

Firm profile

FINTRX

Overview

Fusion Partners Global LLC is organized as a limited liability company and is listed as being owned by an individual. Public records classify the firm as "Unclassified" and provide only sparse operational detail. The firm indicates it is not a capital allocator and does not identify as an active ESG investor; other fields for client type, fee arrangements, and specific advisory activities are blank in the available record. The record also shows the adviser is not marked as a multi-state adviser, not newly formed, and not a pension consultant or related adviser. Beyond those status flags, there are no disclosed descriptions of investment strategy, target clients, or product lineup in the source material.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Ilina Stamova

    Ilina Stamova

    PartnerCRD 5500851

  • Karen Gephardt

    Karen Gephardt

    Founder and Managing DirectorCRD 2673421

  • Francine Levinson

    DirectorCRD 4292275

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
205 E 59th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth