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Anastasia Marie Fusco

Investment adviser representative at Talon LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Aag Capital, Inc.May 2022 to now
  2. Talon LLCNov 2021 to now
  3. Talon Private Wealth, LLCJan 2020 to now
  4. Plastic SurgeryAug 2017 to Jan 2020
  5. Huddle HouseJun 2016 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021
  • Series 63 · Uniform Securities Agent State Law2022

State registrations

Registered as an investment adviser representative in 1 state (CA).

Talon LLC

$1.1BAssets managed
1,921Clients
9Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7222031
Firm CRD
298714
Advisor's SEC record (opens in a new tab)
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