Best Investors Account Sign in
Inactive

Skyler Harrison Spitz

Focus Partners Wealth, LLC

Westport, CT

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-12-07
TX RA APPROVED 2024-12-07
  • CT RA
    APPROVED
    Since 2024-12-07
  • TX RA
    APPROVED
    Since 2024-12-07

Branch Locations

55 Post Rd W Suite 300, Westport, CT 06880 • 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
Mount Sinai High School Mount Sinai NY 09/2016 06/2020
University Of North Carolina At Chapel Hill Chapel Hill NC 09/2020 06/2024
Gyl Financial Synergies Westport CT 10/2024 11/2024
Focus Partners Wealth, Llc St. Louis MO 11/2024 Present
Gyl Financial Synergies Westport CT 06/2023 07/2023
Gyl Financial Synergies Westport CT 06/2022 07/2022
Unemployed Huntington NY 07/2024 09/2024
  • 09/2016 → 06/2020
    Mount Sinai High School
    Mount Sinai, NY
  • 09/2020 → 06/2024
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 10/2024 → 11/2024
    Gyl Financial Synergies
    Westport, CT
  • 11/2024 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 06/2023 → 07/2023
    Gyl Financial Synergies
    Westport, CT
  • 06/2022 → 07/2022
    Gyl Financial Synergies
    Westport, CT
  • 07/2024 → 09/2024
    Unemployed
    Huntington, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-06
  • S65 Uniform Investment Adviser Law Examination
    2024-12-06

View on SEC IAPD

Other Firms

QUORUS INC.
DIVYDE CAPITAL PARTNERS L.P.
MORGAN STANLEY
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
SENECA WEALTH ADVISORS, LLC
PARK AVENUE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

JOHN WILLIAM HILL
KYLE JOSEPH BIRMINGHAM
Prashant A Joshi
ALEXANDRA EMMA LYON
STEPHANIE MARIE FRANCHINI
Karl Christian Mergenthaler
MARK C BURTON
MATTHEW STEPHEN LANDRY

Other Offices

QUORUS INC. · WESTPORT, CT
DIVYDE CAPITAL PARTNERS L.P. · WESTPORT, CT
MORGAN STANLEY · Westport, CT
EQUITABLE ADVISORS, LLC · WESTPORT, CT
LPL FINANCIAL LLC · WESTPORT, CT
LPL FINANCIAL LLC · WESTPORT, CT
SENECA WEALTH ADVISORS, LLC · WESTPORT, CT
PARK AVENUE SECURITIES LLC · WESTPORT, CT

More in Westport, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor