Ann Chernow Moitra

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Adero Partners
  Pleasanton, CA
• 05/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2024-10-07 → 2025-06-27
  Adero Partners, Llc
  Walnut Creek, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-07
• S66 Uniform Combined State Law Examination
  2000-09-05

Other Names

• Ann Chernow