Daniel Oscar Lopez

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 → 11/2019
  Sira Capital
  Miami, FL
• 12/2019 → 04/2023
  Svb Wealth Llc
  Miami, FL
• 04/2023 → 07/2024
  Connectus Wealth
  Coral Gables, FL
• 06/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-09-28 → 2024-07-25
  Connectus Wealth
  Coral Gables, FL
• 2020-03-06 → 2023-04-25
  Svb Wealth
  Palm Beach Gardens, FL
  Miami, FL
• 2010-08-31 → 2011-05-02
  Morgan Stanley
  Miami, FL
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2010-08-20
• S63 Uniform Securities Agent State Law Examination
  1998-11-24

Designations

• Chartered Financial Analyst