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Michelle Elizabeth Guarino

Focus Partners Wealth, LLC

North Andover, MA

Windham, NH

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-06-10
NH RA APPROVED 2024-06-03
  • MA RA
    APPROVED
    Since 2024-06-10
  • NH RA
    APPROVED
    Since 2024-06-03

Branch Locations

231 Sutton Street Suites 2A And 2B, North Andover, MA 01845 • United States

115 Indian Rock Road, Windham, NH 03087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bny Mellon Boston MA 06/2014 01/2017
New England Investment & Retirement Group, Inc. North Andover MA 01/2017 11/2021
Neirg Wealth Management, Llc North Andover MA 11/2021 08/2023
Connectus Wealth Advisers North Andover MA 08/2023 07/2024
The Colony Group, Llc Boston MA 06/2024 Present
  • 06/2014 → 01/2017
    Bny Mellon
    Boston, MA
  • 01/2017 → 11/2021
    New England Investment & Retirement Group, Inc.
    North Andover, MA
  • 11/2021 → 08/2023
    Neirg Wealth Management, Llc
    North Andover, MA
  • 08/2023 → 07/2024
    Connectus Wealth Advisers
    North Andover, MA
  • 06/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-08-22 → 2024-07-25
    Connectus Wealth
    North Andover, MA
    Windham, NH
  • 2021-11-10 → 2023-08-31
    Neirg Wealth Management, Llc
    North Andover, MA
    Windham, NH
  • 2021-03-30 → 2021-11-01
    New England Investment & Retirement Group, Inc.
    North Andover, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-22
  • S65 Uniform Investment Adviser Law Examination
    2021-03-22
Other Names
  • Michelle Elizabeth Moscatelli

View on SEC IAPD

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