Rachel Meri Zibrak

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

• 12/2014 → 12/2021
  Derby And Company, Inc.
  Newton, MA
• 12/2021 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2015-06-08 → 2021-12-31
  Derby And Company Inc
  Newton, MA
• 2010-02-19 → 2014-12-02
  Rinet Company, Llc
  Boston, MA
• 2008-10-08 → 2009-07-07
  New England Private Wealth Advisors, Llc
  Wellesley, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-22

Other Names

• Rachel Meri Schlossberg
• Rachel Meri Schlossberg