Austen Clark (CRD# 7485119) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 2 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ballentine Partners, LLC | Waltham, MA | Oct 2021 - Current | 2 |
Jackson Family Wines | Santa Rosa, CA | Aug 2021 - Nov 2021 | < 1 |
Nera Economic Consulting | New York, NY | Sep 2020 - May 2021 | < 1 |
Unemployed | Providence, RI | May 2020 - Sep 2020 | < 1 |
Brown University | Providence, RI | Sep 2016 - May 2020 | 3 |
Momentum Inc. | Smithfield, RI | Sep 2018 - Apr 2020 | 1 |
Exiger LLC | New York, NY | May 2019 - Aug 2019 | < 1 |
Rhode Island Country Club | Barrington, RI | Jun 2015 - Aug 2018 | 3 |
Aquasport Jetski Rentals | West Dennis, MA | Jun 2016 - Sep 2017 | 1 |
Classical High School | Providence, RI | Aug 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- MA
-
Total Assets Under Management10,769MILLIONS
-
Total Number of Accounts6,390ACCOUNTS
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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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