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Benjamin Morgan Gross

Focus Partners Wealth, LLC

St. Louis, MO

Clayton, MO

CRD 7623016

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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
MO RA APPROVED 2024-07-01
  • MO RA
    APPROVED
    Since 2024-07-01

Branch Locations

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

8182 Maryland Avenue Ste 500, Clayton, MO 63105 • 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
University Of Missouri - Columbia Columbia MO 08/2013 08/2017
State Farm Insurance St. Louis MO 10/2017 08/2018
Bam Advisor Services, Llc Clayton MO 09/2018 05/2020
Buckingham Strategic Wealth, Llc Clayton MO 05/2020 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 08/2013 → 08/2017
    University Of Missouri - Columbia
    Columbia, MO
  • 10/2017 → 08/2018
    State Farm Insurance
    St. Louis, MO
  • 09/2018 → 05/2020
    Bam Advisor Services, Llc
    Clayton, MO
  • 05/2020 → Present
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 07/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2022-11-18 → 2024-07-01
    Buckingham Strategic Wealth, Llc
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-18
  • S65 Uniform Investment Adviser Law Examination
    2022-11-18

View on SEC IAPD

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Nearby Offices

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EDWARD JONES · KIRKWOOD, MO

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