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Alexander Richard Bodio

Focus Partners Wealth, LLC

Boston, MA

CRD 7506132

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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
MA RA APPROVED 2026-07-30
  • MA RA
    APPROVED
    Since 2026-07-30

Branch Locations

201 Washington Street, Boston, MA 02108 • 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
Thayer Academy Braintree MA 08/2014 06/2018
Sacred Heart University Fairfield CT 08/2018 05/2022
Focus Partners Wealth, Llc Boston MA 06/2022 02/2025
Focus Partners Wealth, Llc Boston MA 02/2025 05/2025
Focus Partners Wealth, Llc Boston MA 05/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-16
  • S65 Uniform Investment Adviser Law Examination
    2026-07-16

View on SEC IAPD

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