Brendan Francis Treanor

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

• 09/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO
• 06/2023 → 12/2023
  Coastal Caroline National Bank
  Columbia, SC
• 06/2024 → 08/2024
  Unemployed
  Greer, SC
• 08/2020 → 05/2024
  University Of South Carolina
  Columbia, SC
• 05/2022 → 08/2022
  Carrier Enterprise
  Greenville, SC
• 04/2019 → 03/2020
  Publix Super Markets
  Greenville, SC
• 06/2018 → 08/2018
  Lowe's Foods
  Greenville, SC
• 08/2016 → 05/2020
  Student
  Greer, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-15