Mary Teresa Roberto

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

• 09/2019 → 03/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oak Brook, IL
• 07/2001 → 09/2019
  Unemployed
  Elmhurst, IL
• 12/2019 → 03/2022
  Bank Of America, N.A.
  Oak Brook, IL
• 03/2022 → 12/2023
  Sanctuary Advisors, Llc
  Wood Dale, IL
• 01/2024 → 03/2024
  Telemus Capital, Llc
  Chicago, IL
• 03/2024 → 09/2024
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 10/2024 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2024-07-30 → 2026-03-20
  Northcoast Asset Management Llc
  Chicago, IL
• 2024-07-30 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
  Chicago, IL
• 2022-03-01 → 2024-01-04
  Sanctuary Advisors, Llc
  Wood Dale, IL
  Miami, FL
• 2020-03-03 → 2022-03-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oak Brook, IL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-03-02

Other Names

• Mary T Lally
• Mary T Roberto
• Teresa Roberto