Tess Elizabeth Bosley

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

• 12/2022 → Present
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 04/2018 → 10/2022
  Spot On The Dock
  Burlington, VT
• 03/2020 → 04/2021
  University Of Vermont
  Burlington, VT
• 09/2016 → 03/2018
  Bv'S Grill
  Nyack, NY
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-07