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Daniel Sugameli

Focus Partners Wealth, LLC

Needham, MA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-02
  • MA RA
    APPROVED
    Since 2026-04-02

Branch Locations

140 Kendrick St, Building B, 3Rd Floor, Needham, MA 02494 • 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
Eaton Vance Distributors, Inc. Boston MA 09/2011 06/2018
Eaton Vance Management Boston MA 01/2012 06/2018
Eaton Vance Distributors, Inc. Boston MA 06/2018 06/2025
Unemployed Boston MA 06/2025 03/2026
Focus Partners Wealth, Llc St. Louis MO 03/2026 Present
  • 09/2011 → 06/2018
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 01/2012 → 06/2018
    Eaton Vance Management
    Boston, MA
  • 06/2018 → 06/2025
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 06/2025 → 03/2026
    Unemployed
    Boston, MA
  • 03/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-23
S63 Uniform Securities Agent State Law Examination 2009-11-16
  • S66 Uniform Combined State Law Examination
    2012-01-23
  • S63 Uniform Securities Agent State Law Examination
    2009-11-16

View on SEC IAPD

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INTEGRATED WEALTH CONCEPTS LLC
DARROW WEALTH MANAGEMENT
FREEMAN FINANCIAL LLC

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BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON
William Kurtz O'Connor
MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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