Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|---|
| Nylife Securities Llc | Pittsburgh | PA | 07/2014 | 04/2017 |
| New York Life Insurance Company | Pittsburgh | PA | 07/2014 | 04/2017 |
| North United Classic Soccer Club Inc | Ingomar | PA | 03/2014 | 04/2017 |
| Ameriprise Financial Services, Inc | Greensburg | PA | 04/2017 | 03/2019 |
| Unemployed | Oakmont | PA | 04/2019 | 06/2019 |
| Lpl Financial Llc | Sewickley | PA | 07/2019 | 03/2020 |
| Stratos Wealth Partners, Ltd | Sewickley | PA | 07/2019 | 03/2020 |
| Jpmorgan Chase Bank, N.A. | Pittsburgh | PA | 12/2020 | 01/2022 |
| J.P. Morgan Securities Llc | Pittsburgh | PA | 12/2020 | 01/2022 |
| Ameriprise Financial | Greensburg | PA | 01/2017 | 03/2019 |
| Stratos Wealth Partners | Sewickley | PA | 07/2019 | 03/2020 |
| Unemployed | Oakmont | PA | 04/2020 | 11/2020 |
| Ameriprise Financial Services, Llc | Greensburg | PA | 01/2022 | 12/2024 |
| Focus Partners Wealth, Llc | St. Louis | MO | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-31 |
Reach out to this advisor