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Lawrence Jack Lee

Focus Partners Wealth, LLC

Falls Church, VA

CRD 5066657

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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
VA RA APPROVED 2024-10-22
  • VA RA
    APPROVED
    Since 2024-10-22

Branch Locations

Falls Church, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gratus Capital Management, Llc Atlanta GA 09/2013 07/2024
Gratus Capital, Llc Atlanta GA 12/2014 07/2024
Focus Partners Wealth, Llc Clayton MO 08/2024 Present
  • 09/2013 → 07/2024
    Gratus Capital Management, Llc
    Atlanta, GA
  • 12/2014 → 07/2024
    Gratus Capital, Llc
    Atlanta, GA
  • 08/2024 → Present
    Focus Partners Wealth, Llc
    Clayton, MO
Previous Registrations
  • 2021-06-11 → 2024-12-02
    Gratus Capital, Llc
    Atlanta, GA
    Falls Church, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-05-01
  • S63 Uniform Securities Agent State Law Examination
    2006-05-01
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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