Dario Fusato
Professional Summary
Dario Fusato is a registered financial advisor currently at SAVVLY ADVISOR located in Boulder, Colorado. Dario is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dario has worked at 1 firm and has passed the Series 63, Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
HERON BAY CAPITAL MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
ARGUS INVESTORS' COUNSEL, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
HERON BAY CAPITAL MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
ARGUS INVESTORS' COUNSEL, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
HERON BAY CAPITAL MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
ARGUS INVESTORS' COUNSEL, INC.
Disclosures on record.
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.
Similar Advisors
HERON BAY CAPITAL MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
ARGUS INVESTORS' COUNSEL, INC.
Years of Experience
4 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
HERON BAY CAPITAL MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
ARGUS INVESTORS' COUNSEL, INC.
Current Firm
SAVVLY ADVISOR | SAVVLY ADVISOR, LLC
Contact Information
Main Address
1035 Pearl Street Suite 322, Boulder, CO 80302Phone Number
(888) 372-8859# of Employees
2SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 2/26/2024 |
| Colorado | ERA - Withdrawn | 6/6/2024 |
Similar Advisors
HERON BAY CAPITAL MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
ARGUS INVESTORS' COUNSEL, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
HERON BAY CAPITAL MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
ARGUS INVESTORS' COUNSEL, INC.
State Registrations and Notice Filings
(7/10/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
HERON BAY CAPITAL MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
ARGUS INVESTORS' COUNSEL, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Dario Fusato's CRS (Customer Relationship Summary).
Similar Advisors
HERON BAY CAPITAL MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
ARGUS INVESTORS' COUNSEL, INC.