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Focus Partners Wealth, LLC CRD 159289
$182B regulatory AUM 1,500 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-13 |
Branch Locations
Foster Plaza Ten, 680 Andersen Drive Suite 350, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Pittsburgh | PA | 06/2016 | 01/2021 |
| Citizens Securities, Inc. | Westwood | MA | 09/2023 | 11/2023 |
| Citizens Bank, N/A | Pittsburgh | PA | 09/2023 | 11/2023 |
| Proofpoint | Pittsburgh | PA | 04/2021 | 06/2023 |
| Unemployed | Pittsburgh | PA | 06/2023 | 09/2023 |
| Amerivest Investment Management, Llc | Pittsburgh | PA | 07/2016 | 12/2020 |
| Tiaa | Pittsburgh | PA | 11/2025 | 07/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 11/2025 | 07/2026 |
| Brytebridge Nonprofit Solutions | Winter Park | FL | 01/2024 | 05/2025 |
| Proofpoint | Pittsburgh | PA | 05/2025 | 10/2025 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
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