Douglas Robert Buchan

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

• 05/2011 → 03/2019
  Main Street Financial Solutions, Llc
  Pennington, NJ
• 04/2019 → Present
  Buckingham Strategic Wealth,Llc
  Clayton, MO
• 01/2021 → Present
  Bam Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2019-04-10 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Mount Pleasant, SC
  St Louis, MO
• 2011-05-04 → 2019-07-29
  Main Street Financial Solutions, Llc
  Mt. Pleasant, SC
  Newtown, PA
  Mt. Pleasant, SC
• 2009-09-30 → 2011-05-02
  Tilson Financial Group Inc
  New Providence, NJ

Designations

• Certified Financial Planner