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Matthew Hollister Foster

Focus Partners Wealth, LLC

Greenwich, CT

CRD 7569796

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-06-09
NY RA APPROVED 2022-06-09
  • CT RA
    APPROVED
    Since 2022-06-09
  • NY RA
    APPROVED
    Since 2022-06-09

Branch Locations

3 Greenwich Office Park Suite 320, Greenwich, CT 06831 • 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
The Colony Group, Llc Greenwich CT 08/2021 Present
Geller Advisors, Llc New York NY 06/2019 07/2021
Bessemer Trust Miami FL 08/2013 05/2019
  • 08/2021 → Present
    The Colony Group, Llc
    Greenwich, CT
  • 06/2019 → 07/2021
    Geller Advisors, Llc
    New York, NY
  • 08/2013 → 05/2019
    Bessemer Trust
    Miami, FL
Designations
  • Certified Financial Planner
Other Names
  • Matthew Foster

View on SEC IAPD

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