Robert F. Firely

Current Employers

Focus Partners Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-07-12

PA RA
APPROVED

Since 2024-07-12

Branch Locations

Sinking Springs, PA • United States

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

Organization	City	State	From	To
Herbein And Company, Inc.	Reading	PA	10/1997	Present
Buckingham Asset Management, Llc	Clayton	MO	07/2016	Present
The Colony Group, Llc	Boston	MA	07/2024	Present

10/1997 → Present

Herbein And Company, Inc.

Reading, PA
07/2016 → Present

Buckingham Asset Management, Llc

Clayton, MO
07/2024 → Present

The Colony Group, Llc

Boston, MA

Previous Registrations

2016-11-03 → 2024-11-14

Buckingham Strategic Wealth, Llc

Wyomissing, PA

St Louis, MO
2006-03-13 → 2016-11-16

Herbein Wealth Management, L.L.C.

Wyomissing, PA

Reading, PA

Other Businesses

PARTNER IN 2763 CENTURY BLVD., LLC; NON-INVESTMENT RELATED; COMMERCIAL RENTAL PROPERTY LEASED TO HERBEIN WEALTH MANAGEMENT, LLC, AND HERBEIN & COMPANY, INC.; SINCE 2006.