Unclaimed Profile

Kenneth William Cooperman

TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, Massachusetts

Series 2, Series 4, Series 6, Series 7, Series 24, Series 63, Series 65Clean record17 years registeredTWIN FOCUS CAPITAL PARTNERS, LLC

75 PARK PLAZA, BOSTON, MA 02116CRD# 1443557Firm CRD# 140522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth William Cooperman · BOSTON, MA

Registration

CRD #1443557 · TWIN FOCUS CAPITAL PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TWIN FOCUS CAPITAL PARTNERS, LLC

TWIN FOCUS CAPITAL PARTNERS, LLC

Aug 2019 – Aug 2019

BOSTON, MA

WINDROSE ADVISORS LLC

Nov 2013 – Apr 2019

WALTHAM, MA

FIDUCIARY INVESTMENT GROUP LLC

Jan 2011 – Jun 2012

STOW, MA

FIDUCIARY INVESTMENT GROUP LLC

Sep 2010 – Dec 2010

STOW, MA

ATHENA CAPITAL ADVISORS LLC

Nov 2008 – Mar 2009

LINCOLN, MA

Registrations & Exams

FINRA examinations passed

Series 2

Series 4

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 20, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TWIN FOCUS CAPITAL PARTNERS, LLC

CRD 140522 · SEC 801-66717

AUM

$3.6B

Regulatory assets under management

Employees

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 Kenneth William Cooperman offer?

Kenneth William Cooperman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Kenneth William Cooperman's credentials?

Kenneth William Cooperman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth William Cooperman located?

Kenneth William Cooperman is based in BOSTON, Massachusetts, last registered with TWIN FOCUS CAPITAL PARTNERS, LLC.

How does Kenneth William Cooperman charge for services?

Kenneth William Cooperman'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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