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Vanessa Hale Wieliczko

Focus Partners Wealth, LLC

Manchester-By-The-Sea, MA

CRD 5603974

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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
MA RA APPROVED 2024-09-16
CA RA APPROVED 2024-09-03
  • MA RA
    APPROVED
    Since 2024-09-16
  • CA RA
    APPROVED
    Since 2024-09-03

Branch Locations

Manchester-By-The-Sea, MA • 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
Hoylecohen Llc San Deigo CA 09/2008 Present
The Colony Group, Llc Boston MA 09/2024 Present
  • 09/2008 → Present
    Hoylecohen Llc
    San Deigo, CA
  • 09/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2017-02-03 → 2024-11-21
    Hoylecohen, Llc
    San Diego, CA
Designations
  • Certified Financial Planner
Other Names
  • Vanessa Hale Whiteside

View on SEC IAPD

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