Maxwell Kopelman

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

• 08/2024 → 08/2025
  M Holdings Securities, Inc.
  Portland, OR
• 06/2024 → 08/2024
  Crestmont Country Club
  West Orange, NJ
• 01/2024 → 06/2024
  Unemployed
  Berkeley Heights, NJ
• 06/2022 → 12/2023
  Cgi
  New Brunswick, NJ
• 08/2018 → 05/2022
  Marist College
  Poughkeepsie, NY
• 06/2021 → 08/2021
  Prominent Properties Sotheby's International Realty
  Short Hills, NJ
• 06/2019 → 08/2019
  Goldberg Realty Associates
  West Caldwell, NJ
• 06/2014 → 08/2018
  Echo Lake Country Club
  Westfield, NJ
• 08/2025 → 02/2026
  Raymond James Financial Services, Inc.
  Morristown, NJ
• 08/2025 → 02/2026
  Raymond James Financial Services Advisors, Inc.
  Morristown, NJ
• 04/2026 → Present
  Focus Partners Wealth, Llc
  Clayton, MO

Previous Registrations

• 2025-08-11 → 2026-02-19
  Raymond James Financial Services Advisors, Inc
  Morristown, NJ
• 2024-10-29 → 2025-08-11
  M Holdings Securities, Inc.
  Morristown, NJ

Other Businesses

(1)Name of Business: Greenberg and Rapp Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/25/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2024-04-15

Other Names

• Max Kopelman
• Maxwell Aaron Kopelman