Wayne Bruce Zussman

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

• 01/2016 → 12/2017
  Bridgewater Wealth & Financial Management, Llc
  Bethesda, MD
• 01/2018 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2016-01-11 → 2018-03-05
  Bridgewater Wealth & Financial Management, Llc
  Bethesda, MD
  Easton, MD
• 2008-01-04 → 2015-12-31
  Triton Wealth Management
  Easton, MD
• 2002-05-21 → 2007-12-31
  Medallion Advisory Services, Llc
  Gaithersburg, MD

Other Businesses

08/1986 TO PRESENT - WAYNE ZUSSMAN (OWNER). RENTAL REAL ESTATE. COMPENSATED BY RENTS. Avg. hours per month = 4; none during trading hours. 01/2017 to Present - Zussman Photography. Compensated by sales of artwork. Primarily a hobby. Ave. hours per month = 20; none during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-01-14
• S65 Uniform Investment Adviser Law Examination
  1999-08-31

Designations

• Certified Financial Planner