Joseph V. Arena
Investment adviser representative at Focus Partners Wealth, LLC
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Focus Partners Wealth, LLCJul 2024 to now
- Buckingham Strategic Wealth, LLCDec 2021 to Jul 2024
- UnemployedAug 2021 to Dec 2021
- Foreside Fund Services, LLCDec 2020 to Aug 2021
- Global X Management Company LLCDec 2020 to Aug 2021
- UnemployedDec 2019 to Nov 2020
- Pinnacle Associates LtdMay 2019 to Aug 2019
- Kpmg LLPJun 2017 to Aug 2017
- Baruch CollegeJun 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, PA).
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
- 7322309
- Firm CRD
- 159289