Meghan Elizabeth Hogan

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

• 06/2019 → 06/2020
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2016 → 07/2017
  Meego
  Leesburg, GA
• 02/2017 → 06/2017
  The University Of Georgia
  Athens, GA
• 05/2018 → 08/2018
  Randstad
  Charlotte, NC
• 08/2015 → 05/2019
  The University Of Georgia
  Athens, GA
• 07/2020 → 07/2022
  Cetera Advisor Networks
  El Segundo, CA
• 06/2020 → 07/2022
  The Olivier Group, Llc
  Baton Rouge, LA
• 07/2022 → 07/2024
  Gratus Capital
  Atlanta, GA
• 08/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2023-03-23 → 2024-12-02
  Gratus Capital, Llc
  Atlanta, GA
• 2020-06-29 → 2022-07-07
  Cwm, Llc
  Baton Rouge, LA
  Omaha, NE
• 2019-08-16 → 2020-06-16
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2019-08-08

Designations

• Certified Financial Planner

Other Names

• Meghan Hogan