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).
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Total Assets Under Management5,990MILLION
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Total Number of Accounts3,376ACCOUNTS
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Average Account Value$1,774,210
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CT, FL, LA, MA, ME, NC, NH, NJ, NY, RI, TX
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.
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.
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.
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.
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.
Jennifer Dougherty (CRD# 5450445) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 6 years of experience in the finance industry.
Andrea Dubuc (CRD# 5059003) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 11 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.
Coventry Edwards-Pitt (CRD# 3122847) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 18 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.
Samuel Gough (CRD# 5059055) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 11 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.
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.