Kristina K Saunders

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

• 09/2014 → 02/2019
  Farr Miller & Washington, Llc
  Washington, DC
• 02/2019 → 02/2022
  Sterling Capital Management Llc
  Washington, Dc, DC
• 02/2022 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2019-03-06 → 2022-02-08
  Sterling Capital Management Llc
  Washington, DC
• 2014-10-15 → 2019-02-04
  Farr Miller & Washington Llc
  Washington, DC
• 2012-12-12 → 2014-06-03
  Cassaday & Co Inc
  Mclean, VA
• 2011-06-09 → 2011-12-02
  Farr Miller & Washington Llc
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-10

Designations

• Certified Financial Planner

Other Names

• Kristina G Kadeli
• Kristina Kadeli Saunders