Chase Richard Moceri

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

• 07/2020 → 06/2022
  Ameriprise Financial Services, Llc
  Chesterfield, MO
• 03/2020 → 07/2020
  Unemployed
  Wildwood, MO
• 07/2019 → 03/2020
  Top Golf
  Chesterfield, MO
• 05/2020 → 08/2020
  Unigroup
  Fenton, MO
• 08/2016 → 05/2020
  Missouri State University
  Springfield, MO
• 06/2022 → 07/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2022-07-06 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
• 2021-02-17 → 2022-06-01
  Ameriprise Financial Services, Llc
  Chesterfield, MO

Other Businesses

LAFAYETTE HIGH SCHOOL HOCKEY ORGANIZATION; NON-INVESTMENT RELATED; 17050 CLAYTON ROAD, WILDWOOD, MO 63011; HIGH SCHOOL HOCKEY PROGRAM; ASSISTANT COACH; 08/01/2022; 7-10 HOURS PER MONTH; NO HOURS DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2021-02-11

Designations

• Certified Financial Planner

Other Names

• Chase Moceri