Daniel Sugameli

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

• 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

• 2012-01-25 → 2025-06-10
  Eaton Vance Management
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2012-01-23
• S63 Uniform Securities Agent State Law Examination
  2009-11-16