Wendy Karkoska
Investment adviser representative at Twin Focus Capital Partners, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Twin Focus Capital Partners, LLCJan 2026 to now
- Raymond James & Associates, Inc.Dec 2019 to now
- Bank of America, N.A.Nov 2018 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Nov 2019
- UnemployedJun 2018 to Nov 2018
- Integrated Wealth Concepts LLCJan 2017 to Jun 2018
- LPL Financial LLCJan 2017 to Jun 2018
- Lincoln Financial AdvisorsSep 2005 to Jan 2017
- Integrated Financial PartnersAug 2005 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MA).
Twin Focus Capital Partners, LLC
$4.6BAssets managed
83Clients
19Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4568568
- Firm CRD
- 140522