Mariano Lopez

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

• 02/2014 → 09/2018
  Pnc Bank
  Pittsburgh, PA
• 02/2014 → 09/2018
  Pnc Investments
  Pittsburgh, PA
• 09/2018 → 02/2022
  Citizens Securities Inc.
  Pittsburgh, PA
• 09/2018 → 02/2022
  Citizens Bank
  Pittsburgh, PA
• 10/2022 → 10/2024
  Fort Pitt Capital Group
  Pittsburgh, PA
• 02/2022 → 10/2022
  Unemployed
  Pittsburgh, PA
• 11/2024 → Present
  Kovitz Investment Group Partners, Llc
  Pittsburgh, PA
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-01-04 → 2026-03-20
  Northcoast Asset Management Llc
  Pittsburgh, PA
• 2024-11-06 → 2024-12-31
  Northcoast Asset Management Llc
  Pittsburgh, PA
• 2022-10-12 → 2024-11-04
  Fort Pitt Capital Group, Llc
  Pittsburgh, PA
• 2018-10-05 → 2022-02-16
  Citizens Securities, Inc.
  Bethel Park, PA
  Pittsburgh, PA
  Monroeville, PA
• 2011-07-20 → 2018-09-21
  Pnc Wealth Management Llc
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA

Exams

• S66 Uniform Combined State Law Examination
  2011-07-19

Other Names

• Mario Lopez
• Mariano Lopez