Moorea Chan Monaco

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

• 07/2017 → 05/2020
  Merriman Wealth Management, Llc
  Eugene, OR
• 08/2014 → 07/2017
  Carter & Carter Wealth Management
  Eugene, OR
• 05/2020 → 10/2023
  Merriman Wealth Management, Llc
  Eugene, OR
• 10/2023 → 02/2025
  Merriman Wealth Management, Llc
  Eugene, OR
• 02/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2019-08-05 → 2025-03-27
  Merriman
  Eugene, OR
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-05

Designations

• Certified Financial Planner

Other Names

• Moorea Chan Strueby