Carlton
Bradshaw
Twin Focus Capital Partners, LLC
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About this Advisor
Carlton Bradshaw is a financial advisor based in Boston, Massachusetts, working with Twin Focus Capital Partners, LLC. Carlton has previously held positions at Amica Mutual Insurance Company, Student, Winthrops Card And Gift, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, First Republic Securities Company, LLC, and Twin Focus. Carlton has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, Massachusetts, and New York. Currently, Carlton is part of Twin Focus Capital Partners, LLC, which operates out of Boston, Massachusetts. The firm has 1 office and 37 employees. The firm manages assets totaling $3.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Twin Focus Capital Partners, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Twin Focus Capital Partners, LLC Brokerage Details
$3,585,714,962
37
71
$50,503,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Carlton Bradshaw Work History
Twin Focus
First Republic Securities Company, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Amica Mutual Insurance Company
Student
Winthrops Card And Gift
Disclosures
Please visit the SEC profile of Carlton Bradshaw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Twin Focus Capital Partners, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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