Samuel Corson Brooks

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

• 03/2021 → 04/2022
  United Income, Inc.
  Mclean, VA
• 07/2018 → 03/2021
  Bny Mellon
  Mclean, VA
• 10/2017 → 06/2018
  Vlp Financial Advisors
  Mclean, VA
• 05/2014 → 09/2017
  Mason Recreation
  Fairfax, VA
• 07/2012 → 05/2018
  George Mason University
  Fairfax, VA
• 04/2022 → 07/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2022-05-02 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Fairfax, VA
  St Louis, MO
• 2021-05-17 → 2022-04-14
  Capital One Investing, Inc.
  Mclean, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-16

Designations

• Certified Financial Planner

Other Names

• Cory Brooks