Dylan Stone Greer

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

• 01/2020 → 09/2020
  Truewealth, Llc
  Atlanta, GA
• 01/2018 → 01/2020
  Truewealth, Llc
  Atlanta, GA
• 07/2014 → 12/2017
  University Of Georgia
  Athens, GA
• 06/2017 → 10/2017
  Northwestern Mutual
  Atlanta, GA
• 10/2020 → 12/2021
  Creative Planning, Inc.
  Atlanta, GA
• 01/2022 → 06/2022
  Manning & Napier Investor Services, Llc
  Fairport, NY
• 12/2021 → 06/2022
  Manning & Napier Advisors, Llc
  Fairport, NY
• 06/2022 → 07/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Clayton , MO

Previous Registrations

• 2022-08-17 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Atlanta, GA
• 2022-03-16 → 2022-07-07
  Manning & Napier Advisors, Llc
  Fairport, NY
  Marietta, GA
• 2020-10-16 → 2022-01-03
  Creative Planning
  Overland Park, KS
  Atlanta, GA
• 2020-06-18 → 2020-10-08
  Truewealth Management
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-07

Designations

• Certified Financial Planner

Other Names

• Dylan Greer