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Jeffrey Michael Mastrianna

Focus Partners Wealth, LLC

Westport, CT

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-11-19
TX RA APPROVED 2024-11-07
  • CT RA
    APPROVED
    Since 2024-11-19
  • TX RA
    APPROVED
    Since 2024-11-07

Branch Locations

55 Post Road West Suite 300, Westport, CT 06880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Stamford CT 06/2010 07/2022
Charles Schwab Bank Stamford CT 06/2010 07/2022
Gyl Financial Synergies, Llc West Hartford CT 07/2022 Present
The Colony Group, Llc Boston MA 11/2024 Present
  • 06/2010 → 07/2022
    Charles Schwab & Co., Inc.
    Stamford, CT
  • 06/2010 → 07/2022
    Charles Schwab Bank
    Stamford, CT
  • 07/2022 → Present
    Gyl Financial Synergies, Llc
    West Hartford, CT
  • 11/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2022-08-16 → 2024-12-06
    Gyl Financial Synergies, Llc
    Westport, CT
    West Hartford, CT
  • 2010-06-23 → 2022-08-02
    Charles Schwab & Co., Inc.
    Stamford, CT
  • 2009-07-14 → 2010-06-07
    Chase Investment Services Corp.
    White Plains, NY
  • 1997-06-06 → 2008-12-01
    Strategic Advisers Llc
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-24
S63 Uniform Securities Agent State Law Examination 1988-08-01
  • S65 Uniform Investment Adviser Law Examination
    1997-03-24
  • S63 Uniform Securities Agent State Law Examination
    1988-08-01
Designations

View on SEC IAPD

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MORGAN STANLEY · Westport, CT
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