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Rebecca Jeanette Leitner

Focus Partners Wealth, LLC

Boca Raton, FL

CRD 8161964

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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
FL RA APPROVED 2025-09-17
  • FL RA
    APPROVED
    Since 2025-09-17

Branch Locations

5100 Town Center Circle Tower Two, Suite 150, Boca Raton, FL 33486 • 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
Pnc Fort Lauderdale FL 05/2021 09/2025
The Park On Morton Bloomington IN 09/2020 04/2021
Indiana University Bloomington IN 08/2017 05/2021
Scripps Ranch Swim And Racquet Club San Diego CA 06/2017 08/2017
Scripps Ranch Swim And Racquet Club San Diego CA 06/2018 08/2018
Focus Partners Wealth, Llc St. Louis MO 09/2025 Present
Scripps Ranch High School San Diego CA 09/2013 06/2017
  • 05/2021 → 09/2025
    Pnc
    Fort Lauderdale, FL
  • 09/2020 → 04/2021
    The Park On Morton
    Bloomington, IN
  • 08/2017 → 05/2021
    Indiana University
    Bloomington, IN
  • 06/2017 → 08/2017
    Scripps Ranch Swim And Racquet Club
    San Diego, CA
  • 06/2018 → 08/2018
    Scripps Ranch Swim And Racquet Club
    San Diego, CA
  • 09/2025 → Present
    St. Louis, MO
  • 09/2013 → 06/2017
    Scripps Ranch High School
    San Diego, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

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