Troy Donahue

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

• 08/2017 → 05/2018
  Villanova University
  Villanova, PA
• 08/2018 → 03/2021
  Fidelity Investments
  Smithfield, RI
• 05/2017 → 07/2017
  Fidelity Investments
  Smithfield, RI
• 03/2023 → 06/2024
  Fidelity Investments
  Boston, MA
• 08/2021 → 02/2023
  Fidelity Investments
  Boston, MA
• 06/2018 → 07/2018
  Unemployed
  Franklin, MA
• 04/2021 → 07/2021
  Fidelity Investments
  Boston, MA
• 07/2014 → 04/2017
  Villanova University
  Villanova, PA
• 07/2024 → 09/2025
  Fidelity Investments
  Boston, MA
• 09/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-10
• S63 Uniform Securities Agent State Law Examination
  2024-10-23