Ballentine Partners
Ballentine Partners (CRD# 152802) is a financial advisory firm headquartered in Waltham, MA. They manage $10,519,787,346 in 5,251 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management10,520MILLION
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Total Number of Accounts5,251ACCOUNTS
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Average Account Value$2,003,387
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, TX, VA, WA
Ryan Bachur (CRD# 6339388) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 3 years of experience in the finance industry.
Roy Ballentine (CRD# 1100859) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 37 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.
William Braman (CRD# 4339687) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 9 years of experience in the finance industry.
Thomas Bullitt (CRD# 2736856) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 26 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.
Christopher Chandler (CRD# 4864174) is an Investment Advisor Representative working at Ballentine Partners in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.
Calvin Chicoine (CRD# 6598433) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 6 years of experience in the finance industry.
Michael Chimento (CRD# 3250607) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 22 years of experience in the finance industry.
Taryn Dawson (CRD# 6038155) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 9 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 18 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.
Andrea Dubuc (CRD# 5059003) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 16 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.