Brian E Zdrowak

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

• 03/2019 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 10/2014 → 02/2019
  Insero Wealth Strategies
  Rochester, NY
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2021-03-01 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Orchard Park, NY

Designations

• Certified Financial Planner