Arash Mark Katirai

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

• 03/2016 → 07/2018
  Capital One Investing, Llc
  Mclean, VA
• 03/2016 → 07/2018
  Capital One Advisors, Llc
  Mclean, VA
• 07/2018 → 06/2019
  Woodbury Financial Services, Inc.
  Mclean, VA
• 06/2019 → 07/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2019-08-26 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Fairfax, VA
  Middleburg, VA
  St Louis, MO
• 2018-07-11 → 2019-06-13
  Woodbury Financial Services, Inc.
  Bethesda, MD
• 2016-03-08 → 2018-07-11
  Capital One Advisors, Llc
  Centerville, VA
  Mclean, VA
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2016-02-04

Designations

• Certified Financial Planner

Other Names

• Mark Katirai
• Arash Katirai