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Francesca Eileen Federico

TWELVE POINTS WEALTH MANAGEMENT LLC·CONCORD, Massachusetts
Series 7, Series 66Clean record15 years registeredTWELVE POINTS WEALTH MANAGEMENT LLC
9 POND LANE, CONCORD, MA 01742CRD# 5835145Firm CRD# 171107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Francesca Eileen Federico · CONCORD, MA
Registration
CRD #5835145 · TWELVE POINTS WEALTH MANAGEMENT LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

TWELVE POINTS WEALTH MANAGEMENT
Jul 2014 – present
MORGAN STANLEY
Mar 2011 – Jun 2014
WALTHAM, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · March 9, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TWELVE POINTS WEALTH MANAGEMENT LLC
CRD 171107 · SEC 801-108967
AUM
$1.2B
Regulatory assets under management
Employees
18
1,387 client accounts
Services offered by TWELVE POINTS WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TWELVE POINTS WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Francesca Eileen Federico offer?
Francesca Eileen Federico specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Francesca Eileen Federico's credentials?
Francesca Eileen Federico is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francesca Eileen Federico located?
Francesca Eileen Federico is based in CONCORD, Massachusetts, working with TWELVE POINTS WEALTH MANAGEMENT LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Francesca Eileen Federico charge for services?
Francesca Eileen Federico's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWELVE POINTS WEALTH MANAGEMENT LLC?
TWELVE POINTS WEALTH MANAGEMENT LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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