Ballentine Partners
Ballentine Partners (CRD# 152802) is a financial advisory firm headquartered in Waltham, MA. They manage $10,768,609,767 in 6,390 accounts and serve the financial needs of clients across 30 states (or territories).
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Total Assets Under Management10,769MILLION
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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
Ryan Bachur (CRD# 6339388) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 5 years of experience in the finance industry.
Roy Ballentine (CRD# 1100859) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 39 years of experience in the finance industry.
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 7 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 24 years of experience in the finance industry.
Taryn Dawson (CRD# 6038155) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 10 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 20 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 18 years of experience in the finance industry.
Emily Dunford (CRD# 6388022) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 9 years of experience in the finance industry.
Jennifer Eaton (CRD# 5203480) is an Investment Advisor Representative working at Ballentine Partners in Palm Beach Gardens, FL and has over 8 years of experience in the finance industry.