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Peter James Garrigan

Investment Adviser Representative at Focus Partners Wealth, LLC

Needham, MACRD #7175405Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Peter James Garrigan is an investment adviser representative with Focus Partners Wealth, LLC in Needham, MA, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Massachusetts.

Office

140 Kendrick Street, Building B, 3rd Floor
Needham, MA 02494

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/26/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Focus Partners Wealth, LLCCurrent
9/6/2024 – Needham, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Focus Partners Wealth, LLC
    Mar 2024 – Dec 2025Boston, MA
  2. GW & Wade, LLC
    Mar 2023 – Mar 2024Wellesley, MA
  3. Oracle NetSuite
    Jun 2022 – Mar 2023Boston, MA
  4. Oracle NetSuite
    Jun 2021 – Jun 2022Berkeley Heights, NJ
  5. RBC Wealth Management
    May 2019 – Aug 2019Florham Park, NJ
  6. University of Connecticut
    Aug 2016 – May 2020Storrs, CT
  7. Unemployed
    May 2020 – Jun 2021Berkeley Heights, NJ
  8. Focus Partners Wealth, LLC
    Jan 2026 – no end date reportedSt. Louis, MO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Focus Partners Wealth, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
  • Other
Estimated blended rate
0.0125

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,032
Offices listed on AdvisorFinder:
100
Main office:
St. Louis, MO
SEC file number:
801-72862

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 29, 2026

View full firm profile

Other advisors at Focus Partners Wealth, LLC

Showing 12 of 1,032 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter James Garrigan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Peter James Garrigan (Focus Partners Wealth) | AdvisorFinder