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Brett Daniel Esterson

Focus Partners Wealth, LLC

West Hartford, CT

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-02-28
  • CT RA
    APPROVED
    Since 2025-02-28

Branch Locations

75 Isham Road Suite 310, West Hartford, CT 06107 • 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
Aetna Capital Management West Hartford CT 04/2007 09/2017
Cigna Investments, Inc. Bloomfield CT 09/2017 10/2023
Aetna, Cvs Hartford CT 01/2024 01/2025
Focus Partners Wealth, Llc Boston MA 02/2025 Present
Previous Registrations
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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-11-07
  • S63 Uniform Securities Agent State Law Examination
    2000-11-07
Designations

View on SEC IAPD

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