Focused Wealth Management, Inc.

Focused Wealth Management, Inc. (CRD# 154828) is a financial advisory firm headquartered in Newburgh, NY. They manage $880,615,689 in 1,532 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    881
    MILLION
  • Total Number of Accounts
    1,532
    ACCOUNTS
  • Average Account Value
    $574,814
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WA

Financial Advisors at Focused Wealth Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jacob M. Brett
CRD#: 5899373
11 Balmville Rd., Suite 2 North, Newburgh, NY 12550

Jacob Brett (CRD# 5899373) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 9 years of experience in the finance industry.

2
Philip J. Deangelo
CRD#: 4204841
11 Balmville Rd., Suite 2 North, Newburgh, NY 12550

Philip Deangelo (CRD# 4204841) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 20 years of experience in the finance industry.

3
Anthony Dicapua
CRD#: 6774954
11 Balmville Rd., Suite 2 North, Newburgh, NY 12550

Anthony Dicapua (CRD# 6774954) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 3 years of experience in the finance industry.

4
Michael R. Passante
CRD#: 5396964
11 Balmville Rd., Suite 2 North, Newburgh, NY 12550

Michael Passante (CRD# 5396964) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 13 years of experience in the finance industry. Michael Passante has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jerry S. Schwartz
CRD#: 1051064
11 Balmville Rd., Suite 2 North, Newburgh, NY 12550

Jerry Schwartz (CRD# 1051064) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 34 years of experience in the finance industry. Jerry Schwartz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Ryan M. Swanson
CRD#: 6805048
11 Balmville Rd., Suite 2 North, Newburgh, NY 12550

Ryan Swanson (CRD# 6805048) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has 1 year of experience in the finance industry.

7
Charles S. Yarnold
CRD#: 5052329
11 Balmville Rd., Suite 2 North, Newburgh, NY 12550

Charles Yarnold (CRD# 5052329) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 14 years of experience in the finance industry.

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