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Nicholas Edward Cole

Focus Partners Wealth, LLC

Boston, MA

St. Louis, MO

CRD 8244568

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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 2026-04-02
  • MA RA
    APPROVED
    Since 2026-04-02

Branch Locations

201 Washington Street 11Th Floor, Boston, MA 02108 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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
Focus Partners Wealth, Llc Saint Louis MO 03/2026 Present
Audax Group Boston MA 11/2022 03/2026
Rsm Us Llp Boston MA 01/2021 11/2022
Unemployed Boston MA 05/2020 12/2020
Student Boston MA 08/2015 05/2020
  • 03/2026 → Present
    Focus Partners Wealth, Llc
    Saint Louis, MO
  • 11/2022 → 03/2026
    Audax Group
    Boston, MA
  • 01/2021 → 11/2022
    Rsm Us Llp
    Boston, MA
  • 05/2020 → 12/2020
    Unemployed
    Boston, MA
  • 08/2015 → 05/2020
    Student
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-31
  • S65 Uniform Investment Adviser Law Examination
    2026-01-31

View on SEC IAPD

Nearby Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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