Stephen Ong (CRD# 7808092) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year 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 | Aug 2023 - Current | < 1 |
| Ballentine Partners LLC | Waltham, MA | Jun 2023 - Aug 2023 | < 1 |
| Tufts University | Medford, MA | Sep 2019 - May 2023 | 3 |
| Fidelity Investments | Boston, MA | Jun 2022 - Aug 2022 | < 1 |
| Beach Point Capital Management | Santa Monica, CA | Jun 2021 - Aug 2021 | < 1 |
| Market Basket | Lynn, MA | Oct 2018 - Aug 2019 | < 1 |
| Lynn Classical High School | Lynn, MA | Sep 2015 - Jun 2019 | 3 |
| Five Below, Inc. | Saugus, MA | Nov 2016 - Nov 2017 | 1 |
| Breed Middle School | Lynn, MA | Sep 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- MA
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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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