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Clare Amelia Ciervo

Focus Partners Wealth, LLC

Boston, MA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-11-22
  • MA RA
    APPROVED
    Since 2022-11-22

Branch Locations

One Boston Place, 11Th Floor 201 Washington Street, Boston, MA 02108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northstar Asset Management, Inc Boston MA 04/2011 01/2018
Mcvittie Financial Advisors, Llc Auburndale MA 02/2018 11/2020
Fsc Securities Corp Auburndale MA 07/2018 11/2020
Mcvittie Financial Advisors, Llc Auburndale MA 04/2019 11/2020
Balanced Rock Investment Advisors Roslindale MA 02/2021 09/2022
N/A Boston MA 11/2020 02/2021
The Colony Group, Llc Boston MA 10/2022 Present
  • 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
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-10-03
  • S63 Uniform Securities Agent State Law Examination
    2018-10-03
Designations
Other Names
  • Clare Amelia Ciervo

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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