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).

Current Firm Details
230 3rd Avenue, Suite 6, Waltham, MA 02451
https://ballentinepartners.com
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 51 - 60 of 68 top financial advisors.
51
Benjamin Daly, financial advisor Waltham MA
Benjamin E. Daly
CRD#: 5991112
230 Third Ave, 6th Floor, Waltham, MA 02451

Benjamin Daly (CRD# 5991112) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.

52
Alexys Febonio, financial advisor Waltham MA
Alexys A. Febonio
CRD#: 7446054
230 Third Ave, Floor 6, Waltham, MA 02451

Alexys Febonio (CRD# 7446054) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 2 years of experience in the finance industry.

53
Rachel Frame, financial advisor Palm Beach Gardens FL
Rachel A. Frame
CRD#: 7136010
3801 Pga Blvd, Ste 810, Palm Beach Gardens, FL 33410

Rachel Frame (CRD# 7136010) is an Investment Advisor Representative working at Ballentine Partners in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.

54
Gordon Freeman, financial advisor Waltham MA
Gordon R. Freeman
CRD#: 7563529
230 Third Ave, Floor 6, Waltham, MA 02451

Gordon Freeman (CRD# 7563529) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.

55
Jamar Gopie, financial advisor Palm Beach Gardens FL
Jamar Gopie
CRD#: 7698512
3801 Pga Blvd Ste 810, Palm Beach Gardens, FL 33410

Jamar Gopie (CRD# 7698512) is an Investment Advisor Representative working at Ballentine Partners in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.

56
Tim Kobler, financial advisor Waltham MA
Tim N. Kobler
CRD#: 7634184
230 Third Ave, 6th Floor, Waltham, MA 02451

Tim Kobler (CRD# 7634184) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.

57
Isaiah Langa, financial advisor Waltham MA
Isaiah M. Langa
CRD#: 7118861
230 Third Avenue, 6th Floor, Waltham, MA 02451

Isaiah Langa (CRD# 7118861) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 2 years of experience in the finance industry.

58
Jonathan Lustig, financial advisor Waltham MA
Jonathan Lustig
CRD#: 7162357
230 Third Avenue, 6th Floor, Waltham, MA 02451

Jonathan Lustig (CRD# 7162357) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.

59
Robert Moffitt, financial advisor Waltham MA
Robert H. Moffitt
CRD#: 7375963
230 Third Ave, 6th Floor, Waltham, MA 02451

Robert Moffitt (CRD# 7375963) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 2 years of experience in the finance industry.

60
Reid Monk, financial advisor Waltham MA
Reid M. Monk
CRD#: 6871538
230 Third Avenue, 6th Floor, Waltham, MA 02451

Reid Monk (CRD# 6871538) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 5 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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