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Neil William Deruiter

Focus Partners Wealth, LLC

Charleston, WV

St. Louis, MO

CRD 7965993

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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:

Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2024-08-27
  • WV RA
    APPROVED
    Since 2024-08-27

Branch Locations

101 Washington Street E Ste 120, Charleston, WV 25301 • 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
Focus Partners Wealth, Llc St. Louis MO 07/2024 Present
Buckingham Strategic Wealth, Llc Clayton MO 07/2023 07/2024
Black Bear Transport Inc. Winfield WV 05/2021 07/2023
Xpo Logistics Belle WV 04/2018 05/2021
H.T. Hackney Milton WV 03/2017 04/2018
T & M Meats & Brick Oven Bistro Cross Lanes WV 10/2014 03/2017
  • 07/2024 → Present
    St. Louis, MO
  • 07/2023 → 07/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 05/2021 → 07/2023
    Black Bear Transport Inc.
    Winfield, WV
  • 04/2018 → 05/2021
    Xpo Logistics
    Belle, WV
  • 03/2017 → 04/2018
    H.T. Hackney
    Milton, WV
  • 10/2014 → 03/2017
    T & M Meats & Brick Oven Bistro
    Cross Lanes, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-19
  • S65 Uniform Investment Adviser Law Examination
    2024-08-19

View on SEC IAPD

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