Gregory Fink
Investment adviser representative at Focus Partners Wealth, LLC
15 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Focus Partners Wealth, LLCAug 2024 to now
- Gratus Capital, LLCMay 2020 to Jul 2024
- UnemployedFeb 2020 to Apr 2020
- Hightower AdvisorsMar 2019 to Jan 2020
- Arkadios CapitalMay 2018 to May 2019
- Acg Wealth Inc.Jun 2017 to May 2019
- Fidelity InvestmentsApr 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2195634
- Firm CRD
- 159289