Regan Stuart Smith

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

• 07/2015 → 07/2018
  Vista Wealth Management
  Palo Alto, CA
• 08/2018 → Present
  Adero Partners, Llc
  Pleasanton, CA
• 05/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2018-08-14 → 2025-06-27
  Adero Partners, Llc
  Palo Alto, CA
  Denver, CO
  Walnut Creek, CA
• 2017-02-01 → 2018-08-13
  Vista Wealth Management, Llc
  Palo Alto, CA
• 2015-04-16 → 2016-05-27
  Annex Wealth Management, Llc
  Brookfield, WI

Exams

• S66 Uniform Combined State Law Examination
  2015-03-23

Designations

• Certified Financial Planner