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Chanel Lois Gullage

Focus Partners Wealth, LLC

Needham, MA

CRD 4211045

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-03-06
  • MA RA
    APPROVED
    Since 2024-03-06

Branch Locations

1253 Highland Ave., Needham, MA 02492 • 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
D.K. Brede Investment Management Company, Inc. Needham MA 12/2006 12/2020
Commonwealth Financial Network Waltham MA 01/2007 12/2020
Gw & Wade Asset Management Company, Llc Wellesley MA 12/2020 12/2023
Gw & Wade, Llc Wellesley MA 12/2020 03/2024
The Colony Group, Llc Boston MA 03/2024 Present
  • 12/2006 → 12/2020
    D.K. Brede Investment Management Company, Inc.
    Needham, MA
  • 01/2007 → 12/2020
    Commonwealth Financial Network
    Waltham, MA
  • 12/2020 → 12/2023
    Gw & Wade Asset Management Company, Llc
    Wellesley, MA
  • 12/2020 → 03/2024
    Gw & Wade, Llc
    Wellesley, MA
  • 03/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-18
S63 Uniform Securities Agent State Law Examination 2001-11-26
  • S66 Uniform Combined State Law Examination
    2013-05-18
  • S63 Uniform Securities Agent State Law Examination
    2001-11-26

View on SEC IAPD

Nearby Firms

ARMSTRONG ADVISORY GROUP INC.
OSAIC WEALTH, INC.
GOODMAN ADVISORY GROUP, LLC

Nearby Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON

Nearby Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA

More in Needham, MA

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