Reid Monk (CRD# 6871538) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 5 years of experience in the finance industry. Reid Monk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballentine Partners, LLC | Waltham, MA | Aug 2021 - Current | 2 |
| Ballentine Partners LLC | Waltham, MA | May 2019 - Jul 2021 | 2 |
| Ameriprise Financial Services, Inc. | Bangor, ME | Aug 2018 - May 2019 | < 1 |
| University Of Maine | Orono, ME | Aug 2017 - May 2019 | 1 |
| Brewer Timing Services | Orrington, ME | Apr 2014 - May 2019 | 5 |
| H&r Block | Bangor, ME | Oct 2017 - Apr 2019 | 1 |
| Uber | Bangor, ME | Nov 2018 - Dec 2018 | < 1 |
| Tiaa | Waltham, MA | Jun 2018 - Aug 2018 | < 1 |
| Ameriprise Financial Services | Bangor, ME | Oct 2017 - May 2018 | < 1 |
| Hero's Sports Grill | Bangor, ME | Jul 2017 - Oct 2017 | < 1 |
| Mclaughlin's Restaurant | Hampden, ME | Jun 2015 - Jun 2017 | 2 |
| University Of New England | Biddeford, ME | Aug 2016 - May 2017 | < 1 |
| Dunkin Donuts | Bangor, ME | Apr 2016 - Jun 2016 | < 1 |
| Bangor High School | Bangor, ME | Sep 2012 - Jun 2016 | 3 |
| Tim Hortons | Bangor, ME | Apr 2014 - Jun 2015 | 1 |
| Dairy Queen | Bangor, ME | Jul 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- FL
- ME
- MA
- NH
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Total Assets Under Management10,769MILLIONS
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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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