Thomas
Moore

Twin Focus Capital Partners, LLC

CRD#7072125
Investment Advisor
in Boston, MA

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About this Advisor

Thomas Moore is a financial advisor based in Boston, Massachusetts, working with Twin Focus Capital Partners, LLC. Thomas has previously held positions at Yale Capital Corporation, New England Private Wealth Advisors, The Ayco Company, Lp, Continuing Ed, Riverview Capital Advisers LLC, and Twin Focus Capital Partners, LLC. Thomas is registered to provide services in Massachusetts. Currently, Thomas 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

CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

75 Park Plaza Second Floor
Boston, MA 02116

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Twin Focus Capital Partners, LLC Brokerage Details

Total Assets Under Management

$3,585,714,962

MA Average: $16,012,751,954
Total Number of Employees

37

MA Average: 118
Total Number of Accounts

71

MA Average: 4,567
Average Account Size

$50,503,028

MA Average: $3,506,186

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

Thomas Moore Work History

2019 - Present (5 years)

Twin Focus Capital Partners, LLC

2019 - 2019 (< 1 year)

Riverview Capital Advisers LLC

2018 - 2019 (1 year)

Yale Capital Corporation

2018 - 2018 (< 1 year)

Continuing Ed

2015 - 2018 (3 years)

New England Private Wealth Advisors

2013 - 2015 (2 years)

The Ayco Company, Lp

Disclosures

Please visit the SEC profile of Thomas Moore 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

Kalindi Russell
Boston, MA
Taylor Kale
Boston, MA
Jeffrey Heisler
Boston, MA
Heather Canty
Boston, MA
Michael Gibbons
Boston, MA
Thomas Moore
Boston, MA
Brett Feldman
Boston, MA
Jonathan Pate
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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