Gregory Fink

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

• 04/2011 → 05/2017
  Fidelity Investments
  Atlanta, GA
• 06/2017 → 05/2019
  Acg Wealth Inc.
  Atlanta, GA
• 05/2018 → 05/2019
  Arkadios Capital
  Atlanta, GA
• 05/2020 → 07/2024
  Gratus Capital, Llc
  Atlanta, GA
• 08/2024 → Present
  Focus Partners Wealth, Llc
  Clayton, MO
• 03/2019 → 01/2020
  Hightower Advisors
  Atlanta, GA
• 02/2020 → 04/2020
  Unemployed
  Marietta, GA

Previous Registrations

• 2020-05-28 → 2024-12-02
  Gratus Capital, Llc
  Atlanta, GA
• 2018-03-29 → 2019-01-30
  Acg Wealth Inc.
  Atlanta, GA

Other Businesses

NAME OF BUSINESS: ALPHA INSIGHTS; NATURE OF BUSINESS: GENERAL RIA MARKETPLACE CONSULTING AND Q&A; ADDRESS OF BUSINESS: 350 MADISON AVE 12TH FLOOR, NEW YORK, NY 10017; START DATE: 07/17/2020; APPROX NUMBER OF HOURS PER WEEK: 1-5; APPROX NUMBER OF HOURS DURING TRADING HOURS; 1-5; BRIEF DESCRIPTION OF DUTIES: ANSWERING GENERAL, HIGH-LEVEL QUESTIONS AND TOPICS RELATED TO THE RIA MARKETPLACE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-28
• S63 Uniform Securities Agent State Law Examination
  1992-01-13