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Christine Elizabeth Suozzi

Focus Partners Wealth, LLC

Albany, NY

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-03
TX RA APPROVED 2024-06-03
  • NY RA
    APPROVED
    Since 2024-06-03
  • TX RA
    APPROVED
    Since 2024-06-03

Branch Locations

3 Atrium Drive, Albany, NY 12055 • 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
The Ayco Company, L.P./Mercer Allied Albany NY 09/2007 05/2018
Capital Financial Services, Llc Clifton Park NY 05/2018 01/2023
Atlas Private Wealth Management, Llc Albany NY 01/2023 05/2024
The Colony Group, Llc Boston MA 06/2024 Present
  • 09/2007 → 05/2018
    The Ayco Company, L.P./Mercer Allied
    Albany, NY
  • 05/2018 → 01/2023
    Capital Financial Services, Llc
    Clifton Park, NY
  • 01/2023 → 05/2024
    Atlas Private Wealth Management, Llc
    Albany, NY
  • 06/2024 → Present
    The Colony Group, Llc
    Boston, MA
Previous Registrations
  • 2023-01-10 → 2024-07-01
    Atlas Private Wealth Management, Llc
    Albany, NY
  • 2022-05-24 → 2023-01-09
    Capital Financial Services Llc
    Clifton Park, NY
  • 2017-11-14 → 2018-04-26
    Goldman Sachs Wealth Services, L.P.
    Albany, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-15
S63 Uniform Securities Agent State Law Examination 2001-08-20
  • S66 Uniform Combined State Law Examination
    2015-12-15
  • S63 Uniform Securities Agent State Law Examination
    2001-08-20
Designations
Other Names
  • Christine Elizabeth Polsinelli
  • Christine Elizabeth Yandell

View on SEC IAPD

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GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

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