Carly Nicole Slonin

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

• 03/2020 → 09/2021
  Raymond James Financial Services
  Rockville, MD
• 11/2014 → 08/2018
  Harris Teeter
  Potomac, MD
• 08/2016 → 01/2020
  Goucher College
  Towson, MD
• 01/2018 → 08/2022
  Falls Road Veterinary Hospital
  Potomac, MD
• 08/2018 → 12/2019
  Goucher College
  Towson, MD
• 12/2018 → 03/2020
  Picket Fence Tax Service
  Bel Air, MD
• 03/2020 → 08/2022
  Spc Financial
  Rockville, MD
• 10/2019 → 03/2020
  Dogon Fitness
  Potomac, MD
• 09/2021 → 08/2022
  Raymond James Financial Services, Inc.
  Rockville, MD
• 08/2022 → 06/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-03-23 → 2022-03-24
  Raymond James Financial Services Advisors, Inc
  Rockville, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-23
• S66 Uniform Combined State Law Examination
  2022-03-21