Nolin Rossi Frias

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

• 06/2014 → 09/2016
  John Hancock Funds Llc
  Boston, MA
• 06/2014 → 09/2016
  Manulife Asset Management
  Boston, MA
• 09/2016 → 01/2018
  John Hancock Distributors, Llc
  Boston, MA
• 01/2018 → 01/2020
  John Hancock Funds, Llc
  Boston, MA
• 11/2018 → 05/2022
  John Hancock Investment Management Distributors, Llc
  Boston, MA
• 05/2022 → 12/2023
  Briggs Advisory Group, Inc.
  Lincoln, RI
• 12/2023 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-12-06 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Lincoln, RI
• 2022-05-11 → 2023-12-06
  Briggs Advisory Group, Inc.
  Lincoln, RI
• 2018-11-08 → 2022-04-22
  John Hancock Investment Management Llc
  Boston, MA
  Boston, MA
• 2016-01-11 → 2018-11-08
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2014-06-04 → 2014-12-31
  Signator Investors, Inc.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2014-01-14

Designations

• Certified Financial Planner

Other Names

• Nolin Frias