Brett Daniel Esterson

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

• 04/2007 → 09/2017
  Aetna Capital Management
  West Hartford, CT
• 09/2017 → 10/2023
  Cigna Investments, Inc.
  Bloomfield, CT
• 01/2024 → 01/2025
  Aetna, Cvs
  Hartford, CT
• 02/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2018-06-11 → 2025-02-27
  Cigna Investments, Inc.
  Bloomfield, CT

Other Businesses

Name: Temple Sinai of Newington Investment Related?: No Address: 41 West Hartford Road, Newington, CT 06111 Nature of the other business: Non-Profit Religious Organization Position: President Start Date: 7/1/23-6/30/25 Approximate number of hours/month devoted to the other business: 10 Number of hours you devote to the other business during securities trading hours: 0 Duties: Lead board meetings, interact with clergy, staff and members, assist with annual budget, make decisions with temple and memberships' best interest in mind Name: West Hartford Travel Basketball Investment Related?: No Address: whtravelbasketball@gmail.com (no physical address) Nature of the other business: Non-Profit Youth Sports League Position: Head of Logistics Start Date: 10/2017 Approximate number of hours/month devoted to the other business: 2 Number of hours you devote to the other business during securities trading hours: 0 Duties: Assign courts for practice and games, work with vendors, assist with budget and payables

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-07

Designations

• Chartered Financial Analyst