Nicolas Mason Santos
Investment adviser representative at Focus Partners Wealth, LLC
11 yearsExperience
2 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
11 years in the industry.
- Focus Partners Wealth, LLCJan 2025 to now
- The Colony Group, LLCNov 2024 to Jan 2025
- Gyl Financial SynergiesJul 2023 to Nov 2024
- Brothers Associates Landscaping and Masonry LLCMay 2023 to Jul 2023
- The University of Connecticut FoundationAug 2022 to May 2023
- Northwestern MutualMay 2022 to Aug 2022
- University of ConnecticutAug 2019 to May 2023
- Brothers Associates Landscaping and Masonry LLCJul 2016 to Jul 2022
- Conard High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
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
- 7517431
- Firm CRD
- 159289