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Andreas Joseph Migliaccio

Investment adviser representative at Twin Focus Capital Partners, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$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

12 years in the industry.

  1. Twin Focus Capital Partners, LLCNov 2025 to now
  2. TwinfocusSep 2023 to now
  3. BNY Mellon Wealth ManagementOct 2021 to Sep 2023
  4. Hingham Yacht ClubMar 2014 to Oct 2021

Designations

  • CFA

Exams passed

No exams in this record.

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
8187674
Firm CRD
140522
Advisor's SEC record (opens in a new tab)
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