Dirk Gavin Gilliard

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

• 01/2011 → 01/2019
  Dan Goldie Financial Services Llc
  Menlo Park, CA
• 02/2019 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 04/2019 → 06/2024
  Bam Management, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2019-06-13 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Palo Alto, CA
• 2011-01-11 → 2019-05-31
  Dan Goldie Financial Services Llc
  Palo Alto, CA
• 2008-10-08 → 2010-12-31
  Partnervest Advisory Services Llc
  Greenbrae, CA
  Kentfield, CA
  Santa Barbara, CA
• 1997-07-08 → 2005-08-16
  Emeritus Investment Management, Inc.
  Mill Valley, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-10-13
• S63 Uniform Securities Agent State Law Examination
  1994-05-25