Lee Charles Batten

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

• 08/2016 → Present
  Gyl Financial Synergies, Llc
  West Hartford, CT
• 11/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2016-11-01 → 2024-12-06
  Gyl Financial Synergies, Llc
  West Hartford, CT
  Richmond, VA
  West Hartford, CT
• 2014-06-20 → 2016-08-02
  Wells Fargo Advisors Financial Network, Llc
  West Hartford, CT
• 2014-05-09 → 2014-06-20
  Wells Fargo Clearing Services, Llc
  West Hartford, CT

Exams

• S66 Uniform Combined State Law Examination
  2014-05-09