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Eric Herd Rosenberg

Focus Partners Wealth, LLC

Wellesley, MA

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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

93 Worcester Street 4Th Floor, Wellesley, MA 02481 • 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
G.W. & Wade, Llc Wellesley MA 05/1996 03/2024
G. W. & Wade Asset Management Company, Inc. Wellesley MA 05/1996 12/2023
The Colony Group, Llc Boston MA 03/2024 Present
  • 05/1996 → 03/2024
    G.W. & Wade, Llc
    Wellesley, MA
  • 05/1996 → 12/2023
    G. W. & Wade Asset Management Company, Inc.
    Wellesley, MA
  • 03/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 1999-06-06 → 2024-03-21
    Gw & Wade, Llc
    Wellesley, MA
    Wellesley, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1997-11-19
  • S66 Uniform Combined State Law Examination
    1997-11-19
Other Names
  • Erik Herd Rosenberg

View on SEC IAPD

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Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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