Colin Matthew Doyle Place

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

• 09/2012 → 05/2019
  Wellesley Middle/High School
  Wellesley, MA
• 08/2019 → 01/2024
  Bucknell University
  Lewisburg, PA
• 07/2022 → 08/2022
  Massachusetts Department Of Revenue
  Boston, MA
• 04/2024 → Present
  The Colony Group
  Boston, MA
• 01/2024 → 04/2024
  Unemployed
  Needham, MA
• 04/2019 → 06/2019
  White's Bakery
  Wellesley, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-15