Joseph Bernard Mcbride

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

• 09/1998 → 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
• 1998-09-25 → 2019-01-02
  Resnick Advisors
  Westport, CT
  Westport, CT

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-05-30
• S65 Uniform Investment Adviser Law Examination
  1998-08-22