Eric Joseph Berquist

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

• 10/2017 → 03/2024
  G.W. & Wade Llc
  Palo Alto, CA
• 02/2015 → 09/2017
  Isabel Chiu & Co., Llp
  Milpitas, CA
• 03/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2019-03-01 → 2024-03-21
  Gw & Wade, Llc
  Palo Alto, CA
  Wellesley, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-01