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RP

Rachael M. Peirce

TWIN FOCUS CAPITAL PARTNERS
BOSTON, MA 02116
Some features on this profile are disabled
CRD#: 5118929
RP

Professional summary

Rachael Marie Peirce, who also goes by Rachael Peirce, is a registered financial advisor currently at TWIN FOCUS CAPITAL PARTNERS, LLC located in Boston, Massachusetts.

Rachael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Rachael has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rachael Peirce

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.
Outside Employment; Outside Employment; Array Services LLC; Other; 60 Walnut St., Suite 4, Wellesley, MA, 02481; Investment-Related; 03/20/2023; 60 during trading hours; 60 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachael Marie Peirce'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

May 7, 2025 - Present

TWIN FOCUS CAPITAL PARTNERS, LLC

Office #1: 75 Park Plaza, Boston, MA 02116
RIA
CRD#: 140522
BOSTON, MA
Past

February 21, 2024 - January 6, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Wellesley, MA
Past

October 2, 2023 - January 6, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Wellesley, MA
Past

June 5, 2019 - May 19, 2023

UP CAPITAL MANAGEMENT, INC.

RIA
CRD#: 164692
Roseville, CA
Past

April 17, 2012 - December 31, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
GRANITE BAY, CA
Past

July 17, 2006 - April 18, 2012

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SACRAMENTO, CA

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".
TF
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
(5/7/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/31/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/20/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/4/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/14/2006
General Securities Representative Examination

Current Firm

TF
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
37

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts77
AUM (Assets Under Management)$ 4,048,279,609

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

TWIN FOCUS CAPITAL PARTNERS, LLC

CRD#: 140522Boston, MA 02116

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