Robert Thomas Carnegie

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

• 07/2021 → Present
  Hoylecohen, Llc
  Phoenix, AZ
• 04/2017 → 06/2021
  Huntington Bank
  Pittsburgh, PA
• 05/2011 → 05/2017
  Bny Mellon
  Dallas, TX
• 09/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2022-12-21 → 2024-11-21
  Hoylecohen, Llc
  San Diego, CA
  Phoenix, AZ

Designations

• Certified Financial Planner

Other Names

• Robert Thomas Carnegie