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Henry Alexander Mclarty

Focus Partners Wealth, LLC

Atlanta, GA

CRD 2241783

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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
GA RA APPROVED 2024-10-01
TX RA APPROVED_RES 2024-09-07
  • GA RA
    APPROVED
    Since 2024-10-01
  • TX RA
    APPROVED_RES
    Since 2024-09-07

Branch Locations

3535 Piedmont Road Ne Bldg. 14-500, Atlanta, GA 30305 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Gratus Capital Llc Atlanta GA 10/2014 08/2024
Focus Partners Wealth, Llc Clayton MO 08/2024 Present
Previous Registrations
  • 2014-12-18 → 2024-12-02
    Gratus Capital, Llc
    Atlanta, GA
    Atlanta, GA
  • 2024-08-05 → 2024-08-14
    Atlanta, GA
  • 2006-02-17 → 2014-12-18
    Gratus Capital Management, Llc
    Atlanta, GA
  • 2005-09-06 → 2009-02-20
    Gunnallen Financial, Inc
    Atlanta, GA
    Atlanta, GA
  • 2002-12-20 → 2005-09-08
    Morgan Stanley Dw Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-23
S63 Uniform Securities Agent State Law Examination 1992-07-20
  • S65 Uniform Investment Adviser Law Examination
    1997-07-23
  • S63 Uniform Securities Agent State Law Examination
    1992-07-20
Other Names
  • Henry Alexander Mclarty
  • Hank A Mclarty

View on SEC IAPD

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