Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Focused Wealth Management, Inc. financial advisors in Newburgh, NY

Every SEC-registered investment adviser representative at a Focused Wealth Management, Inc. office in Newburgh, A to Z.

The short answer

10 registered advisors work at Focused Wealth Management, Inc. in Newburgh, out of 10 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 10 are also registered broker representatives.

Focused Wealth Management, Inc. advisors in Newburgh, A to Z

Every Focused Wealth Management, Inc. advisor →

Focused Wealth Management, Inc. advisors in every city and state →Focused Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Newburgh

All Newburgh advisors →

Concurrent Investment Advisors, LLC 4Eagle Strategies LLC 3Edward Jones 3MML Investors Services, LLC 3Pfs Investments Inc. 3Wells Fargo Advisors Financial Network, LLC 3

Questions

How many financial advisors does Focused Wealth Management, Inc. have in Newburgh?

10 investment adviser representatives are registered at Focused Wealth Management, Inc. offices in Newburgh, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 1 list the CFP designation and 10 are also registered as broker representatives.

Is Focused Wealth Management, Inc. one of the largest advisor employers in Newburgh?

Focused Wealth Management, Inc. ranks number 1 in Newburgh by registered advisors, ahead of Concurrent Investment Advisors, LLC (4).

How do I check a Focused Wealth Management, Inc. advisor in Newburgh?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Focused Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.