Unclaimed Profile

Robert Michael Petry

TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, Massachusetts

Clean record10 years registeredTWIN FOCUS CAPITAL PARTNERS, LLC

75 PARK PLAZA, BOSTON, MA 02116CRD# 6407660Firm CRD# 140522

Profile Verification

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

Identity

Robert Michael Petry · BOSTON, MA

Registration

CRD #6407660 · TWIN FOCUS CAPITAL PARTNERS, LLC · 10 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

Dec 2015 – Nov 2019

BOSTON, MA

Registrations & Exams

Registration record

First registered · December 23, 2015

Years registered · 10

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 Robert Michael Petry offer?

Robert Michael Petry specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Robert Michael Petry's credentials?

Robert Michael Petry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Michael Petry located?

Robert Michael Petry is based in BOSTON, Massachusetts, last registered with TWIN FOCUS CAPITAL PARTNERS, LLC.

How does Robert Michael Petry charge for services?

Robert Michael Petry'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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