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
Tyler Lambert (CRD# 6398377) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 7 years of experience in the finance industry.
Sheila Lawrence (CRD# 4497454) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 22 years of experience in the finance industry.
Heather Long (CRD# 6359338) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has 1 year of experience in the finance industry.
Stephen Martone (CRD# 5069604) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 18 years of experience in the finance industry.
Leeann Maxwell (CRD# 6464957) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 8 years of experience in the finance industry.
Ryan McManus (CRD# 6397544) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 7 years of experience in the finance industry.
Andrew McMorrow (CRD# 4615926) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 21 years of experience in the finance industry.
Juan Mejia Trujillo (CRD# 4770005) is an Investment Advisor Representative working at Ballentine Partners in Palm Beach Gardens, FL and has over 19 years of experience in the finance industry.
Jessica Minty (CRD# 6963039) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 5 years of experience in the finance industry.
Adam Ochlis (CRD# 5415016) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 16 years of experience in the finance industry.