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John Peter Milone

Focus Partners Wealth, LLC

Boston, MA

CRD 7899261

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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
MA RA APPROVED 2024-11-20
  • MA RA
    APPROVED
    Since 2024-11-20

Branch Locations

One Boston Place, 11Th Floor 201 Washington Street, Boston, MA 02108 • 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
Focus Partners Wealth, Llc St. Louis MO 03/2024 Present
N/A, Unemployed Hamden CT 07/2023 02/2024
Union College Schenectady NY 08/2019 06/2023
Notre Dame High School West Haven CT 09/2015 06/2019
  • 03/2024 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 07/2023 → 02/2024
    N/A, Unemployed
    Hamden, CT
  • 08/2019 → 06/2023
    Union College
    Schenectady, NY
  • 09/2015 → 06/2019
    Notre Dame High School
    West Haven, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-28
  • S65 Uniform Investment Adviser Law Examination
    2024-06-28
Other Names
  • John Milone

View on SEC IAPD

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Nearby Offices

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BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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