Kevin Robert Tremor

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

• 06/2009 → 03/2021
  Morgan Stanley
  Providence, RI
• 03/2021 → 12/2023
  Briggs Advisory Group, Inc
  Lincoln, RI
• 12/2023 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-12-07 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Lincoln, RI
• 2021-04-21 → 2023-12-06
  Briggs Advisory Group, Inc.
  Lincoln, RI

Other Businesses

OCEAN STATE OF MIND TRAVEL, 66 ABBOTT RUN VALLEY ROAD, CUMBERLAND, RI, 02864, NOT INVESTMENT RELATED. TRAVEL BOOKING FOR FAMILY & FRIENDS, 6/1/09, CO-OWNER WITH SPOUSE, 10 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-19
• S63 Uniform Securities Agent State Law Examination
  2007-01-19