Mark James Duffy
Investment adviser representative at Focus Partners Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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
10 years in the industry.
- Focus Partners Wealth, LLCApr 2026 to now
- Rhumbline Advisers LPSep 2025 to Feb 2026
- Lumora LLCOct 2024 to Sep 2025
- Impax Asset ManagementAug 2023 to Oct 2024
- Invesco LtdMay 2021 to Aug 2023
- Longfellow Investment Management Co LLCJun 2016 to May 2021
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6034764
- Firm CRD
- 159289