Derek Stephen Taddei

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

• 06/2013 → 09/2020
  Stellar Capital Management, Llc
  Phoenix, AZ
• 09/2024 → Present
  The Colony Group, Llc
  Boston, MA
• 09/2020 → Present
  Hoylecohen
  Phoenix, AZ

Previous Registrations

• 2022-03-30 → 2024-11-21
  Hoylecohen, Llc
  San Diego, CA
  Phoenix, AZ
• 2020-02-27 → 2020-07-10
  Stellar Capital Management Llc
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-25