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Vanessa Contreras Pacheco

Focus Partners Wealth, LLC

New York, NY

CRD 8057661

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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
NY RA APPROVED 2025-04-29
  • NY RA
    APPROVED
    Since 2025-04-29

Branch Locations

599 Lexington Avenue 14Th Floor, New York, NY 10022 • 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
Bny Mellon New York NY 11/2021 12/2024
Focus Partners Wealth, Llc Boston MA 03/2025 Present
Harbor Ithaka Wm Miami FL 01/2016 10/2021
  • 11/2021 → 12/2024
    Bny Mellon
    New York, NY
  • 03/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
  • 01/2016 → 10/2021
    Harbor Ithaka Wm
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-29
  • S65 Uniform Investment Adviser Law Examination
    2025-04-29
Other Names
  • Vanessa Contreras

View on SEC IAPD

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