Joseph Alexander Salvati

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

• 01/2010 → 07/2024
  The Colony Group, Llc
  Boston, MA
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2011-01-18 → 2011-12-21
  The Colony Group, Llc
  Boston, MA
• 2006-08-16 → 2010-02-11
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-11
• S66 Uniform Combined State Law Examination
  2003-05-28

Designations

• Certified Financial Planner

Other Names

• Joseph Alexander Morse-Salvati