Calvin Chicoine (CRD# 6598433) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 7 years of experience in the finance industry.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 5324751
Silver Maple Financial, LLC
CRD# 2072909
Charter Oak Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballentine Partners, LLC | Rochester, NH | Feb 2024 - Current | < 1 |
| Ballentine Partners, LLC | Waltham, MA | Jan 2018 - Feb 2024 | 6 |
| Ballentine Partners LLC | Waltham, MA | Jan 2016 - Jan 2018 | 2 |
| Becc Company | Yarmouth, ME | Aug 2015 - Oct 2015 | < 1 |
| Self Employed | Waltham, MA | May 2015 - Aug 2015 | < 1 |
| Brandeis University | Waltham, MA | Aug 2014 - May 2015 | < 1 |
| E.s. Schwartz & Company | Newton, MA | May 2014 - Aug 2014 | < 1 |
| Brandeis University | Waltham, MA | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- FL
- ME
- MA
- NH
-
Total Assets Under Management10,769MILLIONS
-
Total Number of Accounts6,390ACCOUNTS
-
Average Account Value$1,685,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, ME, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA
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