Joseph Anthony Midollo

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

• 07/2022 → 06/2023
  Gold Family Wealth
  Westport, CT
• 05/2019 → 08/2019
  Life Time Athletic
  Chappaqua, NY
• 06/2020 → 07/2022
  National Life Group
  White Plains, NY
• 08/2019 → 12/2019
  The Marist Institute For Public Opinion
  Poughkeepsie, NY
• 02/2020 → 02/2021
  Marist College
  Poughkeepsie, NY
• 01/2022 → 04/2022
  Primary Succession Capital Llc
  Rye, NY
• 09/2014 → 06/2018
  Harrison High School
  Harrison, NY
• 08/2018 → 05/2022
  Marist College
  Poughkeepsie, NY
• 06/2016 → 08/2016
  Silver Lake Recreational Camp
  West Harrison, NY
• 07/2023 → Present
  The Colony Group, Llc
  Greenwich, CT

Previous Registrations

• 2023-04-03 → 2023-06-30
  Cwm, Llc
  Omaha, NE
  Westport, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-03