Nathaniel Baynes

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

• 03/2022 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 04/2015 → 06/2020
  Baynes Electric Supply Co.
  West Bridgewater, MA
• 06/2020 → 07/2021
  U.S. Army
  Fort Benning, GA
• 07/2021 → 03/2022
  Unemployed
  Boston, MA
• 05/2023 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2022-09-13 → 2023-04-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
• 2012-07-10 → 2015-04-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA

Other Businesses

I "984270", Name of OBA: National Guard, Address: Braintree, Massachusetts, Investment Related: N, Position, Title, Association:["Other"], Employee Start Date: 9/9/2022, No Hours: 48, Monthly, No Hours during trading: 24, Duties: US Army National Guard Infantry

Exams

• S66 Uniform Combined State Law Examination
  2022-08-05