Peter James Garrigan

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

• 03/2024 → 12/2025
  Focus Partners Wealth, Llc
  Boston, MA
• 03/2023 → 03/2024
  Gw & Wade, Llc
  Wellesley, MA
• 06/2022 → 03/2023
  Oracle Netsuite
  Boston, MA
• 06/2021 → 06/2022
  Oracle Netsuite
  Berkeley Heights, NJ
• 05/2019 → 08/2019
  Rbc Wealth Management
  Florham Park, NJ
• 08/2016 → 05/2020
  University Of Connecticut
  Storrs, CT
• 05/2020 → 06/2021
  Unemployed
  Berkeley Heights, NJ
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-26