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Stephen F. Fusi

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CRD#: 1059850
SF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Francis Fusi was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1982. Stephen had worked at 6 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 6, 2011 - April 30, 2015

MFA ASSET MANAGEMENT, LLC

RIA
CRD#: 133164
TEWKSBURY, MA
Past

June 9, 2006 - February 18, 2010

BOSTON ADVISORS, LLC

RIA
CRD#: 140059
BOSTON, MA
Past

June 28, 2002 - June 9, 2006

BOSTON ADVISORS, INC.

RIA
CRD#: 110981
BOSTON, MA
Past

April 19, 1988 - June 3, 2002

BABSON UNITED INVESTMENT ADVISORS INC

RIA
CRD#: 105069
WATERTOWN, MA
Past

November 7, 1986 - April 14, 1987

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
Past

August 26, 1982 - September 3, 1985

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/19/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MA
MFA ASSET MANAGEMENT, LLC
CWB FUTURES, LLC | PASCAL WEALTH ADVISORS, LLC | NEW WEALTH ADVISORS, LLC | MFA ASSET MANAGEMENT, LLC

CRD#: 133164 / SEC#: 801-66132

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Contact information


Main Address
1 Highwood Drive, Tewksbury, MA 01876
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/28/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MFA ASSET MANAGEMENT, LLC

CRD#: 133164

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