Samarjit Shankar
Investment adviser representative at Focus Partners Wealth, LLC
22 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
22 years in the industry.
- Focus Partners Wealth, LLCJan 2025 to now
- The Colony Group, LLCNov 2023 to Jan 2025
- UnemployedJan 2023 to Oct 2023
- Mariner Group Capital Markets, LLCMar 2022 to Dec 2022
- Mariner Investment GroupJan 2022 to Dec 2022
- UnemployedSep 2019 to Jan 2022
- Bank of New York MellonApr 2004 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
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
- 7525236
- Firm CRD
- 159289