Ballentine Partners

Ballentine Partners (CRD# 152802) is a financial advisory firm headquartered in Waltham, MA. They manage $5,989,734,370 in 3,376 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,990
    MILLION
  • Total Number of Accounts
    3,376
    ACCOUNTS
  • Average Account Value
    $1,774,210
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, ME, NC, NH, NJ, NY, RI, TX

Financial Advisors at Ballentine Partners
Showing 1 - 10 of 42 top financial advisors.
1
Roy C. Ballentine
CRD#: 1100859
55 Mill Street, Wolfeboro, NH 03894
96
Wealthminder
score

Roy Ballentine (CRD# 1100859) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 33 years of experience in the finance industry. Roy Ballentine 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.

2
Thomas W. Bullitt
CRD#: 2736856
230 3rd Ave, 6th Floor, Waltham, MA 02451
96
Wealthminder
score

Thomas Bullitt (CRD# 2736856) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 21 years of experience in the finance industry. Thomas Bullitt 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.

3
Giovanna F. Casey
CRD#: 4583902
230 3rd Avenue, 6th Floor, Waltham, MA 02451
96
Wealthminder
score

Giovanna Casey (CRD# 4583902) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 15 years of experience in the finance industry. Giovanna Casey 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.

4
Michael P. Chimento
CRD#: 3250607
230 3rd Ave, 6th Floor, Waltham, MA 02451
96
Wealthminder
score

Michael Chimento (CRD# 3250607) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 18 years of experience in the finance industry.

5
Jayson S. Deangelis
CRD#: 4672117
230 3rd Ave., 6th Floor, Waltham, MA 02451
96
Wealthminder
score

Jayson Deangelis (CRD# 4672117) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 14 years of experience in the finance industry. Jayson Deangelis 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.

6
Jennifer D. Dougherty
CRD#: 5450445
230 3rd Avenue, 6th Floor, Waltham, MA 02451
96
Wealthminder
score

Jennifer Dougherty (CRD# 5450445) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 7 years of experience in the finance industry.

7
Andrea C. Dubuc
CRD#: 5059003
55 Mill Street, Wolfeboro, NH 03894
96
Wealthminder
score

Andrea Dubuc (CRD# 5059003) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 12 years of experience in the finance industry. Andrea Dubuc 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.

8
Coventry Edwards-Pitt
CRD#: 3122847
230 3rd Ave, 6th Floor, Waltham, MA 02451
96
Wealthminder
score

Coventry Edwards-Pitt (CRD# 3122847) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 19 years of experience in the finance industry. Coventry Edwards-Pitt 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.

9
Samuel V. Gough
CRD#: 5059055
55 Mill Street, Wolfeboro, NH 03894
96
Wealthminder
score

Samuel Gough (CRD# 5059055) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 12 years of experience in the finance industry. Samuel Gough 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.

10
Sheila C. Lawrence
CRD#: 4497454
230 3rd Ave, 6th Floor, Waltham, MA 02451
96
Wealthminder
score

Sheila Lawrence (CRD# 4497454) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 15 years of experience in the finance industry. Sheila Lawrence 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.