Claire Foster Weil

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

• 08/2016 → 11/2024
  Gyl Financial Synergies, Llc
  Kensington, MD
• 11/2024 → 01/2025
  The Colony Group, Llc
  Boston, MA
• 01/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2016-11-01 → 2024-12-06
  Gyl Financial Synergies, Llc
  West Hartford, CT
  Kensington, MD
  West Hartford, CT
• 2014-06-20 → 2016-08-02
  Wells Fargo Advisors Financial Network, Llc
  Bethesda, MD
  West Hartford, CT
• 2003-07-01 → 2014-06-20
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
  East Palo Alto, CA
  Bethesda, MD
• 1997-07-08 → 2003-07-01
  Prudential Equity Group, Llc
  Palo Alto, CA

Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; EDINBURGH, EH14 1EL, SCOTLAND, UK; LANDLORD/OWNER; START DATE 10/15/1993; 1 HOUR PER QUARTER / 0 DURING TRADING; DUTIES INCLUDE KEEPING TRACK OF INCOME AND EXPENSES FOR TAX PURPOSES IN THE UK AND US. OCCASIONAL CONTACT WITH MANAGEMENT COMPANY ON LARGER REPAIRS OR UPGRADES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-01-26
• S65 Uniform Investment Adviser Law Examination
  1994-01-20

Other Names

• Claire Foster Mcdonald