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
Stephen Ong (CRD# 7808092) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.
Elliot Rotstein (CRD# 7312752) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 3 years of experience in the finance industry.
Courtney Scott (CRD# 7435498) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 2 years of experience in the finance industry.
Stephanie Simmons (CRD# 7845567) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.
Evan Soraci (CRD# 6818175) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.
Jason Ulrickson (CRD# 7332777) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 2 years of experience in the finance industry.
Chloe Villemure (CRD# 7785831) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has 1 year of experience in the finance industry.
Jamie Zoldy (CRD# 6641043) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 2 years of experience in the finance industry.