Lori Sue Stanger

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

• 01/2015 → 12/2016
  Unemployed
  Newton, MA
• 12/2016 → 12/2017
  Morningside Tech Adv.
  Newton, MA
• 04/2018 → 12/2018
  Ballentine Partners Llc
  Waltham, MA
• 12/2017 → 04/2018
  Unemployed
  Newton, MA
• 07/2019 → Present
  The Colony Group, Llc
  Boston, MA
• 01/2019 → 06/2019
  Unemployed
  Newton, MA

Previous Registrations

• 2018-07-31 → 2018-12-17
  Ballentine Partners
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-31
• S63 Uniform Securities Agent State Law Examination
  1986-03-21

Other Names

• Lori Sue Orleck