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Albania D Tavarez-Villar

Focus Partners Wealth, LLC

New York, NY

CRD 7788597

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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:

Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-11-19
NY RA APPROVED 2024-11-07
TX RA APPROVED 2024-11-07
  • CT RA
    APPROVED
    Since 2024-11-19
  • NY RA
    APPROVED
    Since 2024-11-07
  • TX RA
    APPROVED
    Since 2024-11-07

Branch Locations

599 Lexington Ave 14Th Floor, Suite B, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Partners Wealth Management New York NY 01/2008 07/2023
Gyl Financial Synergies, Llc West Hartford CT 07/2023 Present
The Colony Group, Llc Boston MA 11/2024 Present
  • 01/2008 → 07/2023
    Financial Partners Wealth Management
    New York, NY
  • 07/2023 → Present
    Gyl Financial Synergies, Llc
    West Hartford, CT
  • 11/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2024-06-04 → 2024-12-06
    Gyl Financial Synergies, Llc
    West Hartford, CT
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-04
  • S65 Uniform Investment Adviser Law Examination
    2024-06-04

View on SEC IAPD

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