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Anthony Jude Lischio

Focus Partners Wealth, LLC

Boston, MA

St. Louis, MO

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-26
  • MA RA
    APPROVED
    Since 2024-11-26

Branch Locations

201 Washington St 11Th Floor, Boston, MA 02108 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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
Publix Supermarkets Inc Jacksonville FL 03/2012 05/2017
Bny Mellon Everett MA 07/2017 03/2019
Putnam Investments Boston MA 03/2019 07/2022
The Colony Group Boston MA 07/2022 01/2025
Focus Partners Wealth, Llc St. Louis MO 07/2026 Present
Focus Partners Wealth, Llc St. Louis MO 01/2025 07/2026
  • 03/2012 → 05/2017
    Publix Supermarkets Inc
    Jacksonville, FL
  • 07/2017 → 03/2019
    Bny Mellon
    Everett, MA
  • 03/2019 → 07/2022
    Putnam Investments
    Boston, MA
  • 07/2022 → 01/2025
    The Colony Group
    Boston, MA
  • 07/2026 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
  • 01/2025 → 07/2026
    Focus Partners Wealth, Llc
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-29
  • S65 Uniform Investment Adviser Law Examination
    2024-08-29

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P. · BOSTON, MA
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