Stavros Elias Rizakos

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

• 04/2014 → 06/2017
  Lincoln Financial Advisors Corporation
  Hunt Valley, MD
• 06/2017 → 11/2019
  Morgan Stanley & Co. Llc
  Baltimore, MD
• 11/2019 → 01/2021
  Horan Capital Management,Llc
  Hunt Valley, MD
• 05/2015 → 06/2017
  Maller Wealth Advisors
  Hunt Valley, MD
• 01/2021 → 07/2024
  Connectus Wealth
  Hunt Valley, MD
• 06/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2021-01-10 → 2024-07-25
  Connectus Wealth
  Hunt Valley, MD
• 2020-12-07 → 2020-12-31
  Horan Capital Management,Llc
  Hunt Valley, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-07

Other Names

• Stavros Elias Rizakos
• Stavros Rizakos