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Stephen Thomas Sadler

Focus Partners Wealth, LLC

St. Louis, MO

CRD 1506642

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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
FL RA APPROVED 2012-05-09
MA RA APPROVED 2012-01-03
  • FL RA
    APPROVED
    Since 2012-05-09
  • MA RA
    APPROVED
    Since 2012-01-03

Branch Locations

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
The Colony Group Llc Boston MA 07/1987 Present
  • 07/1987 → Present
    The Colony Group Llc
    Boston, MA
Previous Registrations
  • 1994-04-21 → 2011-12-21
    The Colony Group, Llc
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-11-20
  • S63 Uniform Securities Agent State Law Examination
    1986-11-20
Other Names
  • Steve Thomas Sadler

View on SEC IAPD

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