Carlton Bradshaw (CRD# 6920807) is an Investment Advisor Representative working at Twin Focus Capital Partners, LLC in Boston, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Twin Focus | Boston, MA | Apr 2022 - Current | 2 |
| First Republic Securities Company, LLC | Boston, MA | Aug 2018 - Current | 5 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2018 - Aug 2018 | < 1 |
| Northwestern Mutual Investment Services LLC | Wellesley, MA | Mar 2018 - Aug 2018 | < 1 |
| Amica Mutual Insurance Company | Henderson, NV | Jun 2015 - Feb 2018 | 2 |
| Winthrops Card And Gift | Somerset, MA | Jul 2010 - Jun 2015 | 4 |
| Student | State College, PA | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CA
- NY
-
Total Assets Under Management3,586MILLIONS
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$50,503,028
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, MA, NH, NY, TX
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