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Melissa A Ciotoli

Focus Partners Wealth, LLC

Westport, CT

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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
Massachusetts Mutual Life Insurance Company Springfield MA 07/2016 03/2017
Resnick Investment Advisors, Llc Westport CT 03/2017 12/2018
Gyl Financial Synergies, Llc West Hartford CT 01/2019 Present
The Colony Group, Llc Boston MA 11/2024 Present
  • 07/2016 → 03/2017
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 03/2017 → 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
  • 2017-03-17 → 2019-01-02
    Resnick Advisors
    Westport, CT
  • 2014-10-28 → 2017-03-03
    Msi Financial Services, Inc.
    Stamford, CT
  • 2011-10-17 → 2014-11-04
    Private Advisor Group, Llc
    Wilton, CT
    Morristown, NJ
  • 2009-06-01 → 2011-10-17
    Morgan Stanley
    Westport, CT
  • 2008-04-14 → 2009-06-01
    Citigroup Global Markets Inc.
    Westport, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-10
  • S66 Uniform Combined State Law Examination
    2008-04-10
Designations
Other Names
  • Melissa A Shapiro

View on SEC IAPD

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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

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