Aaron E. Stolpen

CRD#: 6510260

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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Aaron Eduard Stolpen, who also goes by Aaron E Stolpen, was a registered financial professional .

Aaron is a previously registered financial professional and started their career in finance in 2015. Aaron had worked at 6 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Aaron E Stolpen

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

July 13, 2015 - December 24, 2016

WESTPORT RESOURCES MANAGEMENT INC

RIA

CRD#: 105306

WESTPORT, CT

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.

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 7/13/2015

Uniform Investment Adviser Law 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 (5 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
11/26/2025	Cover Page	Report
09/05/2024	Cover Page	Report
03/16/2024	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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Aaron E. Stolpen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TWIN FOCUS CAPITAL PARTNERS, LLC

LEGACY ADVISORS, LLC

DOMANI WEALTH, LLC

TARBOX FAMILY OFFICE, INC.

UNITED CAPITAL FINANCIAL ADVISORS

WESTPORT RESOURCES MANAGEMENT INC

Primary Firm SEC Registration

TWIN FOCUS CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/13/2015

Current Firm

TWIN FOCUS CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (5 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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