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Matthew Robert Spezialetti

Focus Partners Wealth, LLC

Wyomissing, PA

St. Louis, MO

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-07-01
  • PA RA
    APPROVED
    Since 2024-07-01

Branch Locations

1210 Broadcasting Road Suite 101, Wyomissing, PA 19610 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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
Reading Phillies - Seasonal Reading PA 04/2009 04/2019
Reading Eagle-Seasonal Reading PA 08/2014 12/2018
Buckingham Strategic Wealth, Llc Clayton MO 07/2016 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 04/2009 → 04/2019
    Reading Phillies - Seasonal
    Reading, PA
  • 08/2014 → 12/2018
    Reading Eagle-Seasonal
    Reading, PA
  • 07/2016 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2016-07-19 → 2024-11-14
    Buckingham Strategic Wealth, Llc
    Wyomissing, PA
    St Louis, MO
  • 2015-07-29 → 2016-11-16
    Herbein Wealth Management, L.L.C.
    Wyomissing, PA
Other Businesses

NAME OF BUSINESS: READING FIGHTIN PHILS BASEBALL CLUB; NOT INVESTMENT RELATED; ADDRESS: 1900 CENTRE AVENUE, READING, PA 19605; NATURE OF BUSINESS: SPORTS TEAM; TITLE/POSITION: CAMERAMAN, GAME DAY STRINGER; START DATE: 04/17/2015; # OF HOURS: 9 HRS/2 WEEKS-0 DURING SECURITIES TRADING HOURS; DUTIES INCLUDE RECORD IN-GAME HIGHLIGHTS FOR BROADCAST USE. TRACK IN-GAME PLAY-BY-PLAY FOR ONLINE VIEWERSHIP. NAME OF BUSINESS: READING EAGLE COMPANY, NOT INVESTMENT RELATED ADDRESS: 345 PENN STREET, READING, PA 19602 NATURE OF BUSINESS: MEDIA COMPANY TITLE/POSITION: STRINGER START DATE: 08/2014 - PRESENT; SEASONAL. # OF HOURS: IN FALL, FIVE HOURS A WEEK. ZERO DURING SECURITIES TRADING HOURS DUTIES: REPORT ON LOCAL HIGH SCHOOL OR COLLEGE FOOTBALL GAMES AND PROVIDE SOCIAL MEDIA UPDATES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-29
  • S65 Uniform Investment Adviser Law Examination
    2015-07-29
Designations

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