William M Eudy

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

• 05/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO
• 07/2023 → 04/2026
  Equitable Advisors Llc
  New York, NY
• 05/2023 → 07/2023
  Unemployed
  Wellford, SC
• 06/2019 → 05/2023
  North Greenville University
  Tigerville, SC
• 05/2022 → 07/2022
  Jarvis Tree Experts
  Atlanta, GA
• 05/2021 → 08/2021
  Self-Employed
  Roswell, GA
• 12/2020 → 01/2021
  Papa Johns Pizza
  Marietta, GA
• 05/2020 → 06/2020
  Caldwell Tree Care
  Roswell, GA
• 05/2019 → 07/2019
  Caldwell Tree Care
  Roswell, GA
• 06/2016 → 05/2019
  Roswell High School
  Roswell, GA
• 09/2017 → 05/2019
  Marlow's Tavern
  Roswell, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-04
• S63 Uniform Securities Agent State Law Examination
  2023-08-14

Other Names

• William M Eudy
• William Eudy