Shellie Kurek Peters

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

• 04/2013 → 12/2017
  Bridgewater Wealth & Financial Management, Llc
  Bethesda, MD
• 01/2018 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2013-04-23 → 2018-03-05
  Bridgewater Wealth & Financial Management, Llc
  Bethesda, MD
• 2011-01-04 → 2013-01-18
  M&T Securities, Inc.
  Baltimore, MD
  Bethesda, MD
  York, PA
  Annapolis, MD
• 2007-03-29 → 2009-02-05
  Deloitte Investment Advisors Llc
  Cincinnati, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-06
• S63 Uniform Securities Agent State Law Examination
  1999-11-30

Designations

• Certified Financial Planner

Other Names

• Shellie Lyn Kurek