Mason Tyser Petrie

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

• 11/2015 → 04/2018
  Eagle Publications, Inc.
  Fairview Heights, IL
• 04/2018 → 02/2022
  Re/Max Integrity
  Saint Louis, MO
• 04/2022 → 06/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → 04/2025
  Focus Partners Wealth, Llc
  Boston, MA
• 04/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-05