Merilou Bury

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → Present
  Kovitz Securities, Llc
  Chicago, IL
• 04/2017 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 06/2016 → 11/2016
  Portfolio Pathway
  Naperville, IL
• 11/2016 → 04/2017
  Unemployed
  Stickney, IL
• 01/2026 → Present
  Focus Partners Wealth, Ll
  St. Louis, MO

Previous Registrations

• 2017-05-16 → 2026-03-20
  Northcoast Asset Management Llc
  Stamford, CT
• 2017-05-16 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
• 2016-03-29 → 2016-05-10
  Credit Suisse Securities (Usa) Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2016-03-28
• S63 Uniform Securities Agent State Law Examination
  1991-12-03

Other Names

• Merilou Bury
• Merilou Brelsford
• Merilou Michaels
• Meri Lou Bury