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Preston Wong

Focus Partners Wealth, LLC

Newton, MA

CRD 7992329

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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:

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

Nearby Firms

MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
AKMAZO CAPITAL MANAGEMENT CO., LLC

Nearby Investors

RACHEL MERI ZIBRAK
JONATHAN JAY DERBY
MARK ALAN DERBY

Nearby Offices

FOCUS PARTNERS WEALTH, LLC · Newton, MA
MML INVESTORS SERVICES, LLC · Newton, MA
COMMONWEALTH FINANCIAL NETWORK · Newton, MA

More in Newton, MA

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