Anastasia M. Fusco

TALON PRIVATE WEALTH

FOLSOM, CA 95630

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CRD#: 7222031

Professional summary

Anastasia Marie Fusco, who also goes by Stacy Fusco, is a registered financial advisor currently at TALON PRIVATE WEALTH, LLC located in Folsom, California.

Anastasia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Anastasia has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stacy Fusco

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.

1) Talon Private Wealth; investment-related; 11974 CR 101, Suite 103, The Villages, FL 32162; Investment advisory firm; Investment advisor; investment advisor; 08/2021; 40 hours/week; 20 hours/week; Provide investment advice 2) AAG Capital, Inc; investment-related; Folsom, CA; Broker-Dealer firm; registered representative; 05/2022; 5 hours a week; sale of variable products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anastasia Marie Fusco'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

November 24, 2021 - Present

TALON PRIVATE WEALTH, LLC

Office #1: 620 Coolidge Dr 220, Folsom, CA 95630

RIA

CRD#: 298714

FOLSOM, CA

Past

May 31, 2022 - February 22, 2024

AAG CAPITAL, INC

CRD#: 188

Folsom, CA

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".

TALON PRIVATE WEALTH, LLC

TALON PRIVATE WEALTH, LLC | TALON WEALTH MANAGEMENT | TALON WEALTH

CRD#: 298714 / SEC#: 801-114857

RIA

Registered Investment Advisory firm - (3/15/2019 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

California
(11/24/2021)

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

State Security Law Exam

Series 63

Date: 5/13/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/30/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 5/31/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 3/18/2022

Securities Industry Essentials Examination

Current Firm

TALON PRIVATE WEALTH, LLC

TALON PRIVATE WEALTH, LLC | TALON WEALTH MANAGEMENT | TALON WEALTH

CRD#: 298714 / SEC#: 801-114857

RIA

Registered Investment Advisory firm - (3/15/2019 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(352) 751-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ANNUAL AMENDMENT BROCHURE (5/1/2025)

Regulatory assets under management

Total Number of Accounts	4,586
AUM (Assets Under Management)	$ 876,912,760

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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Anastasia M. Fusco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anastasia Marie Fusco's CRS (Customer Relationship Summary).

Certified licenses

Experience

TALON PRIVATE WEALTH, LLC

AAG CAPITAL, INC

Primary Firm SEC Registration

TALON PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/13/2022

Series 65

Date: 7/30/2021

Series 6TO

Date: 5/31/2022

SIE

Date: 3/18/2022

Current Firm

TALON PRIVATE WEALTH, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TALON PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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