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Zi Wang

Focus Partners Wealth, LLC

New York City, NY

CRD 7674461

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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
NY RA APPROVED 2022-12-22
  • NY RA
    APPROVED
    Since 2022-12-22

Branch Locations

570 Lexington Avenue 5Th Floor, New York City, NY 10022 • 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 Boston MA 08/2021 Present
New Providence Asset Management, Lp New York City NY 04/2014 07/2021
  • 08/2021 → Present
    The Colony Group, Llc
    Boston, MA
  • 04/2014 → 07/2021
    New Providence Asset Management, Lp
    New York City, NY
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

HIGHTOWER ADVISORS, LLC
CIBC PRIVATE WEALTH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Nearby Investors

JOSEPH MICHAEL CANTORE
PATRICK FRUZZETTI
Benjamin James Johnston

Nearby Offices

HIGHTOWER ADVISORS, LLC · New York City, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY

More in New York City, NY

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