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).

By the Numbers
  • Total Assets Under Management
    10,520
    MILLION
  • Total Number of Accounts
    5,251
    ACCOUNTS
  • Average Account Value
    $2,003,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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.

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

Financial Advisors at Ballentine Partners
Showing 1 - 10 of 67 top financial advisors.
1
Ryan G. Bachur
CRD#: 6339388
230 Third Avenue, 6th Floor, Waltham, MA 02451

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.

2
Roy C. Ballentine
CRD#: 1100859
35 Industrial Way, Rochester, NH 03867

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.

3
William L. Braman
CRD#: 4339687
230 3rd Avenue, 6th Floor, Waltham, MA 02451

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.

4
Thomas W. Bullitt
CRD#: 2736856
230 3rd Ave, 6th Floor, Waltham, MA 02451

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.

5
Christopher C. Chandler
CRD#: 4864174
3801 Pga Blvd., Suite 810, Palm Beach Gardens, FL 33410

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.

6
Calvin Chicoine
CRD#: 6598433
35e Industrial Way, Rochester, NH 03867

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.

7
Michael P. Chimento
CRD#: 3250607
230 3rd Ave, 6th Floor, Waltham, MA 02451

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.

8
Taryn Dawson
CRD#: 6038155
35 Industrial Way, Rochester, NH 03867

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.

9
Jayson S. Deangelis
CRD#: 4672117
230 3rd Ave., 6th Floor, Waltham, MA 02451

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.

10
Andrea C. Dubuc
CRD#: 5059003
35 Industrial Way, Rochester, NH 03867

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.

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