Best Investors Account Sign in
Inactive

Robert James Emens

Focus Partners Wealth, LLC

Palo Alto, CA

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-04
  • CA RA
    APPROVED
    Since 2025-11-04

Branch Locations

540 Cowper Street Suite 100, Palo Alto, CA 94301 • 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 Asset Management Company, Inc. Wellesley MA 10/2000 12/2023
G.W. & Wade, Inc. Wellesley MA 10/2000 03/2024
The Colony Group, Llc Boston MA 03/2024 Present
  • 10/2000 → 12/2023
    G.W. & Wade Asset Management Company, Inc.
    Wellesley, MA
  • 10/2000 → 03/2024
    G.W. & Wade, Inc.
    Wellesley, MA
  • 03/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2005-07-05 → 2024-03-21
    Gw & Wade, Llc
    Wellesley, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-02-23
  • S66 Uniform Combined State Law Examination
    1998-02-23
Designations

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
DCVC
DCVC BIO
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
WAVERLEY CAPITAL MANAGEMENT, LLC
LUMINARI CAPITAL MANAGEMENT, LLC

Other Investors

DANIEL P MCGOVERN
SIRMA M TZOUTZOVA
LARYSA P SMYKOVSKAYA
CARL WONG
ALISON JONES
AAYUSH KUMAR
JEFFREY MARKS
MARIE WREAKS

Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

More in Palo Alto, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor