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Beth Lehman

TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, Massachusetts
SIE, Series 24Clean recordTWIN FOCUS CAPITAL PARTNERS, LLC
75 PARK PLAZA, BOSTON, MA 02116CRD# 5516572Firm CRD# 140522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Beth Lehman · BOSTON, MA
Registration
CRD #5516572 · TWIN FOCUS CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TWIN FOCUS CAPITAL PARTNERS, LLC
CRD 140522 · SEC 801-66717
AUM
$3.6B
Regulatory assets under management
Employees
37
71 client accounts
Services offered by TWIN FOCUS CAPITAL PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at TWIN FOCUS CAPITAL PARTNERS, LLC →
Introduction

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Frequently Asked Questions

What services does Beth Lehman offer?
Beth Lehman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Beth Lehman's credentials?
Beth Lehman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Beth Lehman located?
Beth Lehman is based in BOSTON, Massachusetts, working with TWIN FOCUS CAPITAL PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Beth Lehman charge for services?
Beth Lehman's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWIN FOCUS CAPITAL PARTNERS, LLC?
TWIN FOCUS CAPITAL PARTNERS, LLC has approximately 37 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TWIN FOCUS CAPITAL PARTNERS, LLC

Wesley Karger
BOSTON, MA
Paul Karger
BOSTON, MA
Kenneth William Cooperman
BOSTON, MA
Robert Michael Petry
BOSTON, MA
John Pantekidis
BOSTON, MA
Laurence John Solomon Grosbaum
BOSTON, MA

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Research
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