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Stephen John Taddei Aka Taddie

Focus Partners Wealth, LLC

Phoenix, AZ

CRD 1358566

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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:

Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-12
  • AZ RA
    APPROVED
    Since 2024-09-12

Branch Locations

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stellar Capital Management, Llc Phoenix AZ 07/2000 08/2020
Hoylecohen, Llc Phoenix AZ 09/2020 08/2024
Focus Partners Wealth, Llc St. Louis MO 09/2024 11/2025
Focus Partners Wealth, Llc St. Louis MO 01/2026 Present
Previous Registrations
  • 2021-01-04 → 2024-11-21
    Hoylecohen, Llc
    San Diego, CA
    Phoenix, AZ
  • 2000-07-10 → 2020-10-02
    Stellar Capital Management Llc
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-02-02
S63 Uniform Securities Agent State Law Examination 1985-05-16
  • S65 Uniform Investment Adviser Law Examination
    1993-02-02
  • S63 Uniform Securities Agent State Law Examination
    1985-05-16
Other Names
  • Stephen J. Taddie
  • Stephen John Taddie

View on SEC IAPD

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