ChooseAFinancialAdvisor.com
Advisors / California / Menlo Park
New

Steven Brito

Financial advisor at Focus Partners Wealth

Steven Brito is a fiduciary financial advisor in Menlo Park, California, registered since Jul 2026. Steven joined Focus Partners Wealth in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 407 advisors with offices in Menlo Park, and one of 381 fiduciaries.

Menlo Park, CA 94025Fiduciary advisor

At a glance

ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office1550 EL Camino Real, Suite 100, Menlo Park, CA 94025
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state

Services through Focus Partners Wealth

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Jul 2026 – now

Questions to ask Steven

Tailored to Steven’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Steven

How do I contact Steven?

Call Focus Partners Wealth at (314) 725-0455 and ask for Steven Brito. Steven works from the Menlo Park, CA office.

How long has Steven been a financial advisor?

Steven is new to the profession, registered since Jul 2026, and holds 1 license.

What licenses does Steven hold?

Series 65. Tap any license on this page to see what it allows.

Is Steven a fiduciary?

Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Steven paid?

Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Steven for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Morgan Stanley
47yrs
Roberto Martinez
Financial advisor
2882 Sand Hill Road Suite 200
Menlo Park, CA 94025
Top advisor by experience in Menlo Park
Fiduciary
Call Directions
Morgan Stanley
45yrs
Gregory Vaughan
Financial advisor
2725 Sand Hill Road PWM
Menlo Park, CA 94025
Top 1% by experience in Menlo Park
Fiduciary
Call Directions
Morgan Stanley
45yrs
Andrew Chase
Financial advisor
2725 Sand Hill Road PWM
Menlo Park, CA 94025
Top 1% by experience in California
Fiduciary
Call Directions
Morgan Stanley
44yrs
James Marguet
Financial advisor
2775 Sand Hill Road Suite 120
Menlo Park, CA 94025
Top 1% by experience in Menlo Park
PlanningInvesting
Call Directions
Morgan Stanley
43yrs
Richard Petit
Financial advisor
2725 Sand Hill Road PWM
Menlo Park, CA 94025
Top 1% by experience in Menlo Park
Fiduciary
Call Directions
Integrated Advisors Network
43yrs
Patrick White
Financial advisor
855 Oak Grove Avenue Suite 208
Menlo Park, CA 94025
Top 1% by experience in Menlo Park
PlanningInvesting
Call Directions

See all advisors near Menlo Park