Michael Jeff Glozer

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

• 07/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA
• 04/2008 → Present
  Churchill Management Group
  Los Angeles, CA

Previous Registrations

• 2008-04-16 → 2025-09-23
  Churchill Management Group
  Lessburg, VA
  Leesburg, VA
• 2006-08-10 → 2008-04-16
  Td Ameritrade, Inc.
  Reston, VA
• 2006-08-17 → 2008-04-16
  Td Ameritrade Investment Management, Llc
  Reston, VA

Exams

• S66 Uniform Combined State Law Examination
  2006-08-09
• S65 Uniform Investment Adviser Law Examination
  1996-11-07
• S63 Uniform Securities Agent State Law Examination
  1996-11-01

Other Names

• Michael J Glozer
• Jeff Glozer