Christopher J Ricci

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

• 06/2008 → 04/2018
  Bentley Wealth Advisors
  Warwick, RI
• 02/2009 → 06/2018
  1St Global Capital Corp.
  Lincoln, RI
• 02/2009 → 06/2018
  1St Global Advisors, Inc.
  Lincoln, RI
• 01/2015 → 12/2017
  Briggs Advisory Group, Inc.
  Lincoln, RI
• 01/2018 → 12/2023
  Briggs Advisory Group, Inc.
  Lincoln, RI
• 09/2010 → 06/2018
  1St Global Insurance Services, Inc.
  Lincoln, RI
• 12/2023 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-12-06 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Lincoln, RI
  St Louis, MO
• 2018-03-19 → 2023-12-06
  Briggs Advisory Group, Inc.
  Lincoln, RI
• 2009-02-27 → 2018-06-12
  1St Global Advisors Inc
  Warwick, RI
  Swansea, MA
  Lincoln, RI
  Lincoln, RI
• 2008-08-26 → 2013-08-29
  Bentley Wealth Advisors, Llc
  Warwick, RI

Exams

• S66 Uniform Combined State Law Examination
  2009-04-27
• S65 Uniform Investment Adviser Law Examination
  2008-08-25

Designations

• Certified Financial Planner