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Ryan Clancey

Focus Partners Wealth, LLC

Wellesley, 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 2024-03-06
  • MA RA
    APPROVED
    Since 2024-03-06

Branch Locations

93 Worcester Street 4Th Floor, Wellesley, MA 02481 • 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
Gw & Wade, Llc Wellesley MA 03/2022 03/2024
Baker Tilly Tewksbury MA 03/2021 03/2022
Moody, Famiglietti & Andronico Llp Tewksbury MA 02/2016 12/2021
University Of Massachusetts Lowell Lowell MA 09/2014 12/2016
Bentley University Waltham MA 01/2018 12/2019
The Colony Group, Llc Boston MA 03/2024 Present
  • 03/2022 → 03/2024
    Gw & Wade, Llc
    Wellesley, MA
  • 03/2021 → 03/2022
    Baker Tilly
    Tewksbury, MA
  • 02/2016 → 12/2021
    Moody, Famiglietti & Andronico Llp
    Tewksbury, MA
  • 09/2014 → 12/2016
    University Of Massachusetts Lowell
    Lowell, MA
  • 01/2018 → 12/2019
    Bentley University
    Waltham, MA
  • 03/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2022-06-01 → 2024-03-21
    Gw & Wade, Llc
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-18
  • S65 Uniform Investment Adviser Law Examination
    2022-05-18

View on SEC IAPD

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PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
MORGAN STANLEY · Wellesley, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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