Debra Kendall Brede

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

• 10/1989 → 12/2020
  Commonwealth Financial Network
  Needham, MA
• 10/1989 → 12/2020
  D.K. Brede Investment Management Co.,Inc.
  Needham, MA
• 12/2020 → 12/2023
  Gw & Wade Asset Management Company, Llc
  Wellesley, MA
• 12/2020 → 03/2024
  Gw & Wade, Llc
  Wellesley, MA
• 03/2024 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2021-01-04 → 2024-03-21
  Gw & Wade, Llc
  Wellesley, MA
• 2001-03-29 → 2020-12-31
  Commonwealth Financial Network
  Needham, MA
  Needham, MA
• 1994-06-30 → 2004-11-15
  D.K. Brede Investment Management Company Inc.
  Needham, MA

Other Businesses

1. DBA: D.K. Brede Investment Management Company, 1253 Highland Avenue, Needham, MA 02462. 2. Newton Wellesley Hospital, investment-related, 2014 Washington Street, Newton, MA 02462, Member of Finance Committee, 02/27/13, 1-5 hour per month, 1-5 hours per during trading hours, member of a committee (provide oversight and advice of hospital's finances and budgets) at a community hospital that is part of Mass General Brigham. 3. Agape A.I.D.S. Orphan Care; Not investment related; Title: Trustee; 1-5 hours per month 4. Boston Rescue Mission; not investment related; position: member of executive board of directors; 1-5 hours per month 5. the name of the other business; rental income whether the business is investment-related; No the address of the other business; 90 Malbone Road, Newport, RI 02840 the nature of the other business; rental income of property your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 12/17/24 the approximate number of hours/month you devote to the other business; 0 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; allowing HBO to come and shot TV show at our Newport property; We are renting out our Newport home for a TV show. There is NO client information in the house. 6. the name of the other business; Blue Chip Real Estate Holdings LLC whether the business is investment-related; No the address of the other business; 240 Sunset Road, W. Palm Beach, Fl 33401 the nature of the other business; Set up as LLC because my attorney felt safer for me and my husband to use an LLC when renting the house your position; Manager of LLC title, or relationship with the other business; Manager of LLC the start date of your relationship; 1/8/24 the approximate number of hours/month you devote to the other business; 1 hour max - done on weekends the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; pay bills

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-09-01

Other Names

• Deb Brede
• Debbie Brede