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Preston Wong

Focus Partners Wealth, LLC

Newton, MA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-02-06
  • MA RA
    APPROVED
    Since 2025-02-06

Branch Locations

7 Wells Ave, Newton, MA 02459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Colony Group Newton MA 06/2024 Present
Windrose Advisors Waltham MA 01/2023 07/2023
Putnam Investments Boston MA 01/2022 07/2022
Northeastern University Boston MA 09/2020 08/2024
Unemployed Weston MA 01/2014 08/2020
  • 06/2024 → Present
    The Colony Group
    Newton, MA
  • 01/2023 → 07/2023
    Windrose Advisors
    Waltham, MA
  • 01/2022 → 07/2022
    Putnam Investments
    Boston, MA
  • 09/2020 → 08/2024
    Northeastern University
    Boston, MA
  • 01/2014 → 08/2020
    Unemployed
    Weston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-25
  • S65 Uniform Investment Adviser Law Examination
    2025-01-25

View on SEC IAPD

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Other Offices

FOCUS PARTNERS WEALTH, LLC · Newton, MA
MML INVESTORS SERVICES, LLC · Newton, MA
COMMONWEALTH FINANCIAL NETWORK · Newton, MA
AKMAZO CAPITAL MANAGEMENT CO., LLC · NEWTON, MA
BROOKSTONE WEALTH ADVISORS, LLC · NEWTON, MA
ASCENSUS INVESTMENT ADVISORS, LLC · NEWTON, MA
PLUM STREET ADVISORS, LLC · NEWTON, MA
M3 ADVISORY GROUP, LLC · NEEDHAM HEIGHTS, MA

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