Kory James Reid

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

• 07/2011 → 07/2017
  Chanticleer
  San Francisco, CA
• 08/2017 → 06/2018
  Napa High School
  Napa, CA
• 07/2018 → 02/2023
  Chanticleer
  San Francisco, CA
• 02/2023 → 07/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2023-04-05 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Santa Rosa, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-05