Bruce T Hotaling

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

• 11/2012 → 03/2023
  Hotaling Investment Management, Llc
  Wayne, PA
• 04/2023 → 11/2024
  Gyl Financial Synergies, Llc
  West Hartford, CT
• 11/2024 → Present
  Focus Partners Wealth, Llc
  Clayton, MO

Previous Registrations

• 2023-04-21 → 2024-12-06
  Gyl Financial Synergies, Llc
  Wayne, PA
  West Hartford, CT
• 2013-01-18 → 2023-04-28
  Hotaling Investment Management, Llc
  Wayne, PA
• 2009-01-09 → 2012-11-02
  Raymond James & Associates, Inc.
  Devon, PA
• 2007-04-02 → 2009-01-13
  Morgan Stanley & Co. Llc
  Wayne, PA
• 2006-09-22 → 2007-04-02
  Morgan Stanley Dw Inc.
  Wayne, PA
  Wayne, PA

Other Businesses

The Merchant Fund; Non investment related; 1617 JFK Boulevard, Philadelphia, PA 19103; Board member (terming out 12/31/2024); May 1996; 2 hours per month; 0 during trading hours; Duties include attending board meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-26
• S63 Uniform Securities Agent State Law Examination
  1993-11-17

Designations

• Chartered Financial Analyst

Other Names

• Bruce T Lipa
• Bruce Thomas Lipa
• Bruce Thomas Hotaling