Unclaimed Profile

Wesley Karger

TWIN FOCUS CAPITAL PARTNERS, LLC·BOSTON, Massachusetts

Series 7, Series 66Clean record22 years registeredTWIN FOCUS CAPITAL PARTNERS, LLC

75 PARK PLAZA, BOSTON, MA 02116CRD# 4708437Firm CRD# 140522

Profile Verification

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

Identity

Wesley Karger · BOSTON, MA

Registration

CRD #4708437 · TWIN FOCUS CAPITAL PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

TWIN FOCUS CAPITAL PARTNERS, LLC

Jun 2006 – present

UBS FINANCIAL SERVICES INC.

Apr 2004 – Jul 2006

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · April 19, 2004

Years registered · 22

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 Wesley Karger offer?

Wesley Karger specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Wesley Karger's credentials?

Wesley Karger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wesley Karger located?

Wesley Karger 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 Wesley Karger charge for services?

Wesley Karger'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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