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Gregory Robert Britton

Focus Partners Wealth, LLC

Albany, NY

CRD 4486916

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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
NY RA APPROVED 2024-06-03
  • NY RA
    APPROVED
    Since 2024-06-03

Branch Locations

3 Atrium Drive, Albany, NY 12205 • 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
Atlas Private Wealth Management, Llc Albany NY 01/2014 05/2024
Connectus Wealth Albany NY 06/2023 05/2024
The Colony Group, Llc Boston MA 06/2024 Present
  • 01/2014 → 05/2024
    Atlas Private Wealth Management, Llc
    Albany, NY
  • 06/2023 → 05/2024
    Connectus Wealth
    Albany, NY
  • 06/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-06-12 → 2024-07-25
    Connectus Wealth
    Albany, NY
  • 2021-02-01 → 2024-07-01
    Atlas Private Wealth Management, Llc
    Albany, NY
  • 2014-11-24 → 2020-11-20
    Atlas Private Wealth Management, Llc
    Albany, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-16
  • S66 Uniform Combined State Law Examination
    2002-03-16
Designations
  • Chartered Financial Consultant
Other Names
  • Gregory R Britton

View on SEC IAPD

Nearby Firms

ALLSQUARE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER

Nearby Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY

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