Brian S Glick
Investment adviser representative at Focus Partners Wealth, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$181.9BFirm assets
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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
11 years in the industry.
- Focus Partners Wealth, LLCJun 2024 to now
- The Colony Group, LLCJun 2024 to now
- Connectus Wealth AdvisersAug 2023 to Jul 2024
- Neirg Wealth Management, LLCNov 2022 to Aug 2023
- Raphael & Raphael LLPApr 2022 to Oct 2022
- Self-employedJan 2019 to Oct 2022
- Gagnon Tax LLCOct 2015 to Dec 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
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
- 5280127
- Firm CRD
- 159289