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Brian Edward Leach

Focus Partners Wealth, LLC

Alexandria, VA

Washington, DC

CRD 5286339

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-10-04
MD RA APPROVED 2024-08-27
  • DC RA
    APPROVED
    Since 2024-10-04
  • MD RA
    APPROVED
    Since 2024-08-27

Branch Locations

Alexandria, VA • United States

900 17Th Street, Nw Suite 920, Washington, DC 20006 • 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
Sterling Capital Management Llc Washington DC 10/2013 02/2022
The Colony Group, Llc Boston MA 02/2022 Present
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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