Matthew George Valentine

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

• 10/2014 → 09/2016
  Bha Select Network, Llc
  Southborough, MA
• 10/2014 → 09/2016
  Brighton House Associates, Llc
  Southborough, MA
• 09/2016 → 01/2017
  State Street Bank And Trust
  Boston, MA
• 09/2016 → 12/2018
  State Street Global Advisors Funds Distributors, Llc
  Boston, MA
• 01/2017 → 12/2018
  State Street Global Advisors Trust Company
  Boston, MA
• 12/2018 → 12/2023
  Gw & Wade Asset Management Company, Llc
  Wellesley, MA
• 12/2018 → 03/2024
  Gw & Wade, Llc
  Wellesley, MA
• 03/2024 → 08/2025
  Focus Partners Wealth, Llc
  Wellesley, MA
• 08/2025 → Present
  Focus Partners Wealth, Llc
  Needham, MA

Previous Registrations

• 2019-01-08 → 2024-03-21
  Gw & Wade, Llc
  Wellesley, MA
• 2014-11-14 → 2016-03-09
  Brighton House Associates, Llc
  Boston, MA
• 2008-08-20 → 2014-10-29
  Investors Capital Corp.
  Lynnfield, MA
  Lynnfield, MA
  Orlando, FL

Other Businesses

1.Rental Income from Real Estate; Investment Related; 169 Winthrop Avenue, Revere, MA 02151; Owner and property manager of apartment(s); Start date 04/01/2017; 15 hours per month; 1 hour per month during trading hours; Duties include collecting rent and managing maintenance, repairs and improvements. 2.Real Estate Broker License; Non-investment related; 169 Winthrop Ave Unit #2 Revere, MA 02151; Owner; Start date 10/30/19; 1-5 hours per month; 0 hours per month during trading hours; Submit offers to buy or sell real estate properties (on own behalf only) and retain broker's commission. 3.Rental Income from Real Estate; Investment Related; 179-181 Grove St. Haverhill, MA 01842; Owner and property manager of apartment(s); Start date 03/28/2022; 1-5 hours per month; 0 hours per month during trading hours; Duties include tenant and property management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-28
• S63 Uniform Securities Agent State Law Examination
  2006-03-17