Best Investors Account Sign in
Inactive

Karen Sutton Lexow

Focus Partners Wealth, LLC

Westport, CT

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-11-19
TX RA APPROVED 2024-11-07
  • CT RA
    APPROVED
    Since 2024-11-19
  • TX RA
    APPROVED
    Since 2024-11-07

Branch Locations

55 Post Road West Suite 300, Westport, CT 06880 • 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
Resnick Investment Advisors, Llc Westport CT 06/2004 12/2018
Gyl Financial Synergies, Llc West Hartford CT 01/2019 Present
The Colony Group, Llc Boston MA 11/2024 Present
  • 06/2004 → 12/2018
    Resnick Investment Advisors, Llc
    Westport, CT
  • 01/2019 → Present
    Gyl Financial Synergies, Llc
    West Hartford, CT
  • 11/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2019-01-02 → 2024-12-06
    Gyl Financial Synergies, Llc
    Westport, CT
    Westport, CT
    West Hartford, CT
  • 2004-10-15 → 2019-01-02
    Resnick Advisors
    Westport, CT
    Westport, CT
    Westport, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-10-14
  • S65 Uniform Investment Adviser Law Examination
    2004-10-14
Designations

View on SEC IAPD

Other Firms

QUORUS INC.
DIVYDE CAPITAL PARTNERS L.P.
MORGAN STANLEY
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
SENECA WEALTH ADVISORS, LLC
PARK AVENUE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

JOHN WILLIAM HILL
KYLE JOSEPH BIRMINGHAM
Prashant A Joshi
ALEXANDRA EMMA LYON
STEPHANIE MARIE FRANCHINI
Karl Christian Mergenthaler
MARK C BURTON
MATTHEW STEPHEN LANDRY

Other Offices

QUORUS INC. · WESTPORT, CT
DIVYDE CAPITAL PARTNERS L.P. · WESTPORT, CT
MORGAN STANLEY · Westport, CT
EQUITABLE ADVISORS, LLC · WESTPORT, CT
LPL FINANCIAL LLC · WESTPORT, CT
LPL FINANCIAL LLC · WESTPORT, CT
SENECA WEALTH ADVISORS, LLC · WESTPORT, CT
PARK AVENUE SECURITIES LLC · WESTPORT, CT

More in Westport, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor