Heather Marie Canty
Investment adviser representative at Focus Partners Wealth, LLC
12 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
12 years in the industry.
- Focus Partners Wealth, LLCJan 2026 to now
- N/aOct 2025 to Jan 2026
- Claro Advisors, LLCSep 2024 to Sep 2025
- Twin Focus Capital Partners, LLCJun 2021 to Aug 2024
- UnemployedFeb 2020 to May 2021
- Wells Fargo Funds Distributor, LLCApr 2018 to Jan 2020
- Global Alternative Investment Services, IncApr 2017 to Apr 2018
- Wells Fargo Investments InstituteApr 2017 to Apr 2018
- UnemployedFeb 2017 to Mar 2017
- State Street Bank and TrustDec 2016 to Jan 2017
- State Street Global Markets, LLCDec 2016 to Jan 2017
- State StreetJan 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
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
- 6738018
- Firm CRD
- 159289