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David Lee Srulevitch

Focus Partners Wealth, LLC

St. Louis, MO

Charlotte, NC

CRD 5302852

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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
NC RA APPROVED 2024-07-01
  • NC RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

3545 Whitehall Park Drive Suite 180, Charlotte, NC 28273 • 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
Buckingham Strategic Wealth, Llc Clayton MO 07/2021 Present
Blair, Bohle & Whitsitt, Pllc Charlotte NC 08/2013 11/2018
Carolina Capital Consulting, Inc. Charlotte NC 11/2018 06/2021
The Colony Group, Llc Boston MA 07/2024 Present
  • 07/2021 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 08/2013 → 11/2018
    Blair, Bohle & Whitsitt, Pllc
    Charlotte, NC
  • 11/2018 → 06/2021
    Carolina Capital Consulting, Inc.
    Charlotte, NC
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2021-07-26 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    Charlotte, NC
    St Louis, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-04-09
  • S63 Uniform Securities Agent State Law Examination
    2007-04-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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