Clare Amelia Ciervo

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

• 04/2011 → 01/2018
  Northstar Asset Management, Inc
  Boston, MA
• 02/2018 → 11/2020
  Mcvittie Financial Advisors, Llc
  Auburndale, MA
• 07/2018 → 11/2020
  Fsc Securities Corp
  Auburndale, MA
• 04/2019 → 11/2020
  Mcvittie Financial Advisors, Llc
  Auburndale, MA
• 02/2021 → 09/2022
  Balanced Rock Investment Advisors
  Roslindale, MA
• 11/2020 → 02/2021
  N/A
  Boston, MA
• 10/2022 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2021-02-23 → 2022-09-29
  Balanced Rock Investment Advisors
  Roslindale, MA
• 2019-07-24 → 2020-11-18
  Mcvittie Financial Advisors
  Auburndale, MA
• 2019-04-18 → 2020-11-13
  Fsc Securities Corporation
  Auburndale, MA
• 2014-07-07 → 2018-04-11
  Northstar Asset Management, Inc
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-10-03

Designations

• Certified Financial Planner

Other Names

• Clare Amelia Ciervo