Andre Tueros

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

• 04/2024 → 05/2026
  Corient
  San Diego, CA
• 05/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis , MO
• 08/2023 → 03/2024
  Equitable Advisors, Llc
  New York, NY
• 06/2022 → 04/2023
  Mercer Advisors
  San Diego, CA
• 11/2019 → 01/2024
  J.T.R. Service Inc.
  Calabasas, CA
• 11/2020 → 01/2021
  Century 21 Realty Masters
  Norwalk, CA
• 08/2021 → 05/2023
  San Diego State University
  San Diego, CA
• 08/2019 → 05/2021
  Moorpark College
  Moorpark, CA
• 08/2015 → 06/2019
  Calabasas High School
  Calabasas, CA

Previous Registrations

• 2023-11-09 → 2024-03-27
  Equitable Advisors, Llc
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-11-01

Designations

• Certified Financial Planner