Maxwell Kopelman
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, LLCApr 2026 to now
- Raymond James Financial Services Advisors, Inc.Aug 2025 to Feb 2026
- Raymond James Financial Services, Inc.Aug 2025 to Feb 2026
- M Holdings Securities, Inc.Aug 2024 to Aug 2025
- Crestmont Country ClubJun 2024 to Aug 2024
- UnemployedJan 2024 to Jun 2024
- CgiJun 2022 to Dec 2023
- Prominent Properties Sotheby's International RealtyJun 2021 to Aug 2021
- Goldberg Realty AssociatesJun 2019 to Aug 2019
- Marist CollegeAug 2018 to May 2022
- Echo Lake Country ClubJun 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7970431
- Firm CRD
- 159289