Robert Joel Adorno

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

• 09/2021 → 03/2024
  Fidelity Investments
  Greenwood Village, CO
• 06/2020 → 06/2021
  Lighthouse Church
  Denver, CO
• 08/2018 → 08/2021
  Denver Seminary
  Littleton, CO
• 04/2020 → 05/2020
  Amazon, Inc
  Centennial, CO
• 05/2019 → 04/2020
  Self-Employed
  Centennial, CO
• 08/2018 → 05/2019
  Southeast Christian Church
  Parker, CO
• 01/2017 → 08/2018
  Cintas
  Orlando, FL
• 09/2016 → 01/2017
  Self-Employed
  Kissimmee, FL
• 02/2014 → 09/2016
  Questcomm, Inc
  Kissimmee, FL
• 06/2024 → 03/2026
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2024-07-01 → 2026-03-19
  Northcoast Asset Management Llc
  Deerfield, IL
• 2024-07-01 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
• 2022-12-09 → 2024-04-02
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-07-16
• S63 Uniform Securities Agent State Law Examination
  2022-02-14

Designations

• Certified Financial Planner