Joseph Peter Maglio

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

• 12/2009 → 03/2021
  Tdameritrade
  Marlton, NJ
• 03/2021 → 07/2022
  Fisher Investments
  Camas, WA
• 07/2022 → 09/2022
  Unemployed
  Allentown, PA
• 09/2022 → 12/2022
  Td Ameritrade
  Radnor, PA
• 12/2022 → Present
  Churchill Management Group
  Los Angeles, CA
• 07/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2023-01-03 → 2025-09-23
  Churchill Management Group
  Hialeah, FL
  Miami, FL
• 2022-11-22 → 2022-12-22
  Charles Schwab & Co., Inc.
  Radnor, PA
• 2022-10-04 → 2022-12-22
  Td Ameritrade Investment Management, Llc
  Radnor, PA
• 2022-10-04 → 2022-10-14
  Td Ameritrade, Inc.
  Radnor, PA
• 2021-03-22 → 2022-07-11
  Fisher Investments
  Allentown, PA
  Plano, TX
• 2009-12-18 → 2021-03-16
  Td Ameritrade, Inc.
  West Marlton, NJ
  Marlton, NJ
  King Of Prussia, PA
  Marlton, NJ
• 2009-12-18 → 2021-03-16
  Td Ameritrade Investment Management, Llc
  West Marlton, NJ
  Marlton, NJ
  King Of Prussia, PA
  Marlton, NJ
• 2008-10-23 → 2009-05-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ

Exams

• S66 Uniform Combined State Law Examination
  2008-10-21

Other Names

• Joseph Peter Maglio
• Joseph P Maglio
• Joseph Maglio