William Albert d Blase
Investment adviser representative at Focus Partners Wealth, LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$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, LLCJul 2022 to now
- The Colony Group, LLCJun 2022 to now
- Citigroup Global Markets Inc.May 2019 to Jun 2022
- Bank of America, N.A.Dec 2016 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2016 to May 2019
- Raymond James & Associates, Inc.Sep 2016 to Nov 2016
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6552945
- Firm CRD
- 159289