Aaron David Grey

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

• 01/2016 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 10/2021 → 06/2024
  Bam Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2016-02-03 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Denver, CO
  St Louis, MO
• 2005-03-30 → 2016-01-19
  Denver Money Manager, Llc
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2005-03-29

Designations

• Certified Financial Planner