James F. Cloudman

FUSION FAMILY WEALTH

Woodbury, NY 11797

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CRD#: 5875278

Professional summary

James Frank Cloudman JR, who also goes by James Cloudman Jr, is a registered financial advisor currently at FUSION FAMILY WEALTH, LLC located in Woodbury, New York.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. James has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Cloudman Jr

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) - RIA

Click below to view James Frank Cloudman JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

August 9, 2021 - Present

FUSION FAMILY WEALTH, LLC

Office #1: 88 Froehlich Farm Boulevard Suite 401, Woodbury, NY 11797

RIA

CRD#: 168254

Woodbury, NY

Past

September 14, 2012 - November 18, 2013

UBS FINANCIAL SERVICES INC.

CRD#: 8174

UNIONDALE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FUSION FAMILY WEALTH, LLC

FUSION FAMILY WEALTH, LLC | TACTICAL ADVISOR 11, LLC

CRD#: 168254 / SEC#: 801-78339

RIA

Registered Investment Advisory firm - (7/25/2013 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(8/9/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 9/13/2012

General Securities Representative Examination

Current Firm

FUSION FAMILY WEALTH, LLC

FUSION FAMILY WEALTH, LLC | TACTICAL ADVISOR 11, LLC

CRD#: 168254 / SEC#: 801-78339

RIA

Registered Investment Advisory firm - (7/25/2013 Approved)

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Contact information

Main Address

88 Froehlich Farm Boulevard Suite 401, Woodbury, NY 11797

Mailing Address

Phone number

(516) 206-1320

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FUSION FAMILY WEALTH ADV 2A (2/14/2025)

Regulatory assets under management

Total Number of Accounts	1,299
AUM (Assets Under Management)	$ 1,201,682,793

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/20/2025	Cover Page	Report
07/25/2024	Cover Page	Report
03/19/2024	Cover Page	Report
03/27/2023	Cover Page	Report

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.

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James F. Cloudman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Frank Cloudman JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FUSION FAMILY WEALTH, LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

FUSION FAMILY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 9/13/2012

Current Firm

FUSION FAMILY WEALTH, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FUSION FAMILY WEALTH, LLC

TRUST BUT VERIFY

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