Troy Donahue
Investment adviser representative at Focus Partners Wealth, LLC
12 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
Are you Troy Donahue? Claim your profile
Contact this firm
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, LLCSep 2025 to now
- Fidelity InvestmentsJul 2024 to Sep 2025
- Fidelity InvestmentsMar 2023 to Jun 2024
- Fidelity InvestmentsAug 2021 to Feb 2023
- Fidelity InvestmentsApr 2021 to Jul 2021
- Fidelity InvestmentsAug 2018 to Mar 2021
- UnemployedJun 2018 to Jul 2018
- Villanova UniversityAug 2017 to May 2018
- Fidelity InvestmentsMay 2017 to Jul 2017
- Villanova UniversityJul 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7966585
- Firm CRD
- 159289