Alan Mark Schapire

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

• 10/2014 → 01/2023
  Convergent Financial Strategies Llc
  Media, PA
• 02/2023 → 06/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Clayton, MO

Previous Registrations

• 2023-02-24 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Plymouth Meeting, PA
  St Louis, MO
• 2011-11-16 → 2023-02-24
  Convergent Financial Strategies Llc
  Plymouth Meeting, PA
• 2007-11-16 → 2008-12-22
  Adviceoverweb
  Wilmington, DE

Designations

• Certified Financial Planner
• Personal Financial Specialist