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Focus Partners Wealth, LLC CRD 159289
$182B regulatory AUM 1,500 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-25 |
Branch Locations
570 Lexington Avenue 5Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | Madison | NJ | 01/2020 | 09/2021 |
| Mariner Wealth Advisors | Madison | NJ | 08/2018 | 01/2020 |
| Mariner Wealth Advisors | Madison | NJ | 09/2016 | 08/2018 |
| Vlv Associates, Inc | East Hanover | NJ | 01/2008 | 12/2018 |
| Springer Nature | New York City | NY | 02/2016 | 09/2016 |
| Summit Place Financial Advisors | Summit | NJ | 09/2021 | 02/2023 |
| The Colony Group, Llc | Boston | MA | 03/2023 | Present |
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