FUSION PARTNERS GLOBAL LLC

Broker-DealerFINRA MemberEst. 2018
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 appears in the SEC registration records with an initial registration year of 2018. Ownership is listed as individual ownership and the firm is classified in the dataset as "Unclassified." The profile shows that the firm does not operate as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser according to the available record.

Assets & Accounts

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
  • FRANCINE LEVINSON

    DirectorCRD 4292275

  • KAREN GEPHARDT

    Founder and Managing DirectorCRD 2673421

  • ILINA STAMOVA

    PartnerCRD 5500851

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