Jeff Blick
Fusion Family Wealth · Woodbury, New York
Jeff Blick is a fee-only financial advisor at Fusion Family Wealth in Woodbury, New York. Fusion Family Wealth reports charging a percentage of assets on its Form ADV.
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Who they serve
- Founders
Facts
| Firm | Fusion Family Wealth |
|---|---|
| Based in | Woodbury, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | Typically works with clients with $5,000,000 or more |
| Assets under management | $1.44B across 1,324 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4335375 |
| Exams passed | Series 66 (2001) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.fusionfamilywealth.com |
How Jeff's firm compares
- Fusion Family Wealth's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,324 accounts).
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Questions about Jeff
Is Jeff Blick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeff holds no broker registration, and Fusion Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeff charge for financial advice?
Jeff's firm, Fusion Family Wealth, reports charging a percentage of assets on its SEC Form ADV.
How much does Jeff charge?
According to Fusion Family Wealth's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.
Where is Jeff Blick based?
Jeff Blick is based in Woodbury, New York.
Is Jeff Blick registered with the SEC?
Yes. Jeff Blick is registered as an investment adviser representative in NY (CRD 4335375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fusion Family Wealth manage?
Fusion Family Wealth reports $1.44B across 1,324 accounts in assets under management.
How do I contact Jeff Blick?
Through Jeff's website, www.fusionfamilywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Fusion Family Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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