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).

By the Numbers
  • Total Assets Under Management
    10,769
    MILLION
  • Total Number of Accounts
    6,390
    ACCOUNTS
  • Average Account Value
    $1,685,228
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
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, ME, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA

Financial Advisors at Ballentine Partners
Showing 31 - 40 of 68 top financial advisors.
31
Jessica H. Minty
CRD#: 6963039
230 3rd Avenue, 6th Floor, Waltham, MA 02451

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.

32
Adam W. Ochlis
CRD#: 5415016
230 3rd Ave, 6th Floor, Waltham, MA 02451

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.

33
Christopher Pawlowski
CRD#: 6815620
230 3rd Avenue, Waltham, MA 02451

Christopher Pawlowski (CRD# 6815620) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 6 years of experience in the finance industry.

34
Austin M. Poirier
CRD#: 4844249
230 3rd Ave, 6th Floor, Waltham, MA 02451

Austin Poirier (CRD# 4844249) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 17 years of experience in the finance industry.

35
Jeffrey W. Potter
CRD#: 2095473
230 3rd Avenue, 6th Floor, Waltham, MA 02451

Jeffrey Potter (CRD# 2095473) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 10 years of experience in the finance industry.

36
Julie Pulda
CRD#: 6999227
230 3rd Avenue, 6th Floor, Waltham, MA 02451

Julie Pulda (CRD# 6999227) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 5 years of experience in the finance industry.

37
Kyle J. Schaffer
CRD#: 4623814
230 Third Avenue, 6th Floor, Waltham, MA 02451

Kyle Schaffer (CRD# 4623814) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.

38
Claudia J. Shilo
CRD#: 4520129
35 Industrial Way, Rochester, NH 03867

Claudia Shilo (CRD# 4520129) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 23 years of experience in the finance industry.

39
Bruce D. Simon
CRD#: 1976549
3801 Pga Blvd., Suite 810, Palm Beach Gardens, FL 33410

Bruce Simon (CRD# 1976549) is an Investment Advisor Representative working at Ballentine Partners in Palm Beach Gardens, FL and has over 20 years of experience in the finance industry.

40
Michelle H. Soufan
CRD#: 6423641
230 Third Avenue, 6th Floor, Waltham, MA 02451

Michelle Soufan (CRD# 6423641) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.

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