Andrew Taylor Urban

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

• 06/2021 → 07/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 09/2020 → 06/2021
  Deloittle Llp
  Machanicsburg, PA
• 04/2020 → 08/2020
  Unemployed
  West Reading, PA
• 09/2019 → 03/2020
  Rkl Wealth Management Llc
  Wyomissing, PA
• 06/2019 → 08/2019
  Ernest & Young
  Phildelphia, PA
• 06/2018 → 04/2019
  Bellco Federal Credit Union
  Wyomissing, PA
• 05/2017 → 02/2019
  Giant Food Stores
  Shillington, PA
• 08/2016 → 05/2020
  Penn State Berks University
  Wyomissing, PA
• 07/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2021-09-02 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Wyomissing, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-02

Designations

• Certified Financial Planner