Robert J Hope

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

• 12/2013 → 03/2017
  Pnc Investments
  Pittsburgh, PA
• 12/2013 → 03/2017
  Pnc Bank
  Pittsburgh, PA
• 03/2017 → Present
  Buckingham Strategic Wealth, Llc
  Saint Louis, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2017-04-18 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Riverdale, NJ
  St Louis, MO
• 2014-08-26 → 2017-03-08
  Pnc Wealth Management Llc
  Montclair, NJ
  Woodland Park, NJ
  West Caldwell, NJ

Exams

• S66 Uniform Combined State Law Examination
  2014-08-25

Designations

• Certified Financial Planner