John Pantekidis

TWIN FOCUS CAPITAL PARTNERS

BOSTON, MA 02116

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CRD#: 4733045

Professional summary

John Pantekidis is a registered financial advisor currently at TWIN FOCUS CAPITAL PARTNERS, LLC located in Boston, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PRESIDENT OF PARISH COUNCIL - SAINT JOHN THE BAPTIST GREEK ORTHODOX CHURCH, 15 UNION PARK STREET, BOSTON, MA 02116. DUTIES ARE TO HAVE INDIRECT/DIRECT CONTROL OVER INVESTMENT DECISIONS. CAN INFLUENCE INVESTMENT DECISIONS W/FINAL APPROVAL MADE BY MAJORITY VOTE OF PARISH COUNCIL. WORKS 15 - 20 HOURS PER MONTH AND 0 DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Pantekidis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 31, 2007 - Present

TWIN FOCUS CAPITAL PARTNERS, LLC

Office #1: 75 Park Plaza, Boston, MA 02116

RIA

CRD#: 140522

BOSTON, MA

Past

January 19, 2004 - January 8, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TWIN FOCUS CAPITAL PARTNERS, LLC

TWIN FOCUS CAPITAL PARTNERS, LLC | TWINFOCUS

CRD#: 140522 / SEC#: 801-66717

RIA

Registered Investment Advisory firm - (5/23/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/31/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/28/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/15/2004

General Securities Representative Examination

Current Firm

TWIN FOCUS CAPITAL PARTNERS, LLC

TWIN FOCUS CAPITAL PARTNERS, LLC | TWINFOCUS

CRD#: 140522 / SEC#: 801-66717

RIA

Registered Investment Advisory firm - (5/23/2006 Approved)

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Contact information

Main Address

75 Park Plaza, Boston, MA 02116

Mailing Address

Phone number

(617) 720-4500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TWINFOCUS FORM ADV PART 2A MARCH 31 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 4,048,279,609

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/05/2024	Cover Page	Report
03/16/2024	Cover Page	Report
12/07/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John Pantekidis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Pantekidis's CRS (Customer Relationship Summary).

Certified licenses

Experience

TWIN FOCUS CAPITAL PARTNERS, LLC

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

TWIN FOCUS CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/2004

Series 7

Date: 1/15/2004

Current Firm

TWIN FOCUS CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TWIN FOCUS CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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