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Josette Beatrice

Windrose Advisors LLC

Waltham, MA

CRD 7632185

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Employer firm

Windrose Advisors LLC CRD 152145

$2.67B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Windrose Advisors Llc

Watermill Center 800 South Street, Suite 600, Waltham, MA 02453 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-12
  • MA RA
    APPROVED
    Since 2026-08-12

Branch Locations

Watermill Center 800 South Street, Suite 600, Waltham, MA 02453 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Twin Focus Capital Partners, Llc Boston MA 07/2021 05/2026
Bny Mellon Wealth Management Boston MA 08/2019 07/2021
Unemployed Norfolk MA 05/2019 08/2019
Roger Williams University Bristol RI 08/2015 05/2019
Windrose Advisors Llc Waltham MA 05/2026 Present
  • 07/2021 → 05/2026
    Twin Focus Capital Partners, Llc
    Boston, MA
  • 08/2019 → 07/2021
    Bny Mellon Wealth Management
    Boston, MA
  • 05/2019 → 08/2019
    Unemployed
    Norfolk, MA
  • 08/2015 → 05/2019
    Roger Williams University
    Bristol, RI
  • 05/2026 → Present
    Windrose Advisors Llc
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-28
  • S65 Uniform Investment Adviser Law Examination
    2022-10-28

View on SEC IAPD

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PROSPECT HILL GROWTH PARTNERS, L.P.
BALLENTINE PARTNERS

Nearby Investors

Randall Krail Schaible
TIMOTHY ROBERT BROWN
BRIAN W BURKE

Nearby Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA

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