Wendy Karkoska
Investment Adviser Representative at TWIN Focus Capital Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Wendy Karkoska is an investment adviser representative with TWIN Focus Capital Partners, LLC in Boston, MA, where they have been registered since 2026. They have worked in the securities industry since 2003 and have been registered with 6 firms, including Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lincoln Financial AdvisorsSep 2005 – Jan 2017Waltham, MA
- LPL Financial LLCJan 2017 – Jun 2018Waltham, MA
- Integrated Wealth Concepts LLCJan 2017 – Jun 2018Waltham, MA
- Integrated Financial PartnersAug 2005 – Jun 2018Waltham, MA
- UnemployedJun 2018 – Nov 2018Boston, MA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 – Nov 2019Boston, MA
- BANK OF America, N.A.Nov 2018 – Nov 2019Boston, MA
- Raymond James & Associates, Inc.Dec 2019 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TWIN Focus Capital Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $100,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
TwinFocus offers Family Office Management, Investment Services, Direct Investments, Real Estate Advisory, M&A Advisory, and Responsible Investing, providing an integrated approach to investment strategy, risk management, governance, and legacy planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Boston, MA
- Founded:
- 2006
- SEC file number:
- 801-66717
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at TWIN Focus Capital Partners, LLC
Showing 12 of 17 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wendy Karkoska has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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