Best Investors
Account
Sign in
Best Investors
Account
Sign in
Focus Advisor Solutions, LLC CRD 143319
$41.5B regulatory AUM 1,716 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-12-13 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellatore Financial, Inc. | San Jose | CA | 03/2007 | 05/2018 |
| Loring Ward | San Jose | CA | 06/2018 | 11/2018 |
| Focus Advisor Solutions, Llc | Clayton | MO | 12/2018 | Present |
| Foreside Financial Services, Llc | Clayton | MO | 02/2024 | Present |
1) Focus Advisor Solutions, LLC; Investment Related; Clayton, MO; Investment Management; President; Start 10/2023; 160 hours per month; 130 hours during securities trading hours 2) SA Funds Investment Trust; Investment Related; St. Louis, MO; Mutual Fund; President, CEO and Trustee; Start 06/2023; 2 hours per month; 2 hours during securities trading hours 3) Buckingham Strategic Wealth; Investment Related; St. Louis, MO; Financial Planning; Shareholder; Start 01/01/2021; 0 hours per month; 0 during trading hours 4) Bellatore Financial, Inc.; Investment Related; Pleasant Hill, CA; Turnkey Asset Manager; Direct Owner; Start 01/2010; 0 hours per month, 0 during trading hours 5) Focus Financial Partners, LLC; Not Investment Related; New York, NY; Financial Services; Head of Network Partnerships; 5/1/2026; 40 hours per month, 0 during trading hours; Leads Partnership Strategy Team that supports Focus Financial Partners partner firms.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-28 |
Reach out to this advisor