Financial ADVSR advisor directory · SEC adviser records
Ballentine Partners financial advisors in Waltham, MA
Every SEC-registered investment adviser representative at a Ballentine Partners office in Waltham, A to Z.
The short answer
59 registered advisors work at Ballentine Partners in Waltham, out of 77 at the firm nationwide; it ranks number 3 in the city by advisors. 27 list the CFP designation and 0 are also registered broker representatives.
Ballentine Partners advisors in Waltham, A to Z
Every Ballentine Partners advisor →- Ryan G. BachurChartered Financial Analyst
- Camden H. BowdyInvestment adviser rep
- John BrodyInvestment adviser rep
- Ivan CaballeroInvestment adviser rep
- Isabella J. CarrozzaInvestment adviser rep
- Emily L. CashmanInvestment adviser rep
- Rosella M. CecilInvestment adviser rep
- Jennifer Christian MurtieInvestment adviser rep
- Benjamin E. DalyCertified Financial Planner, Chartered Financial Analyst
- Jayson S. DeangelisCertified Financial Planner
- Robin S. DempseyInvestment adviser rep
- Suellen DurkinCertified Financial Planner
- Sean A. EdwardsCertified Financial Planner
- Coventry Edwards-PittCertified Financial Planner, Chartered Financial Analyst
- David J. Ferraro Jr.Certified Financial Planner
- Gordon R. FreemanInvestment adviser rep
- Katherin M. GoguenInvestment adviser rep
- Eric R. GregoryInvestment adviser rep
- Megan A. HaveyCertified Financial Planner
- Stella J. HendersonInvestment adviser rep
- Elinor JohanssonCertified Financial Planner
- Lisa J. LambCertified Financial Planner
- Tyler S. LambertCertified Financial Planner
- Sheila C. LawrenceCertified Financial Planner
- Ryan LenoisInvestment adviser rep
- John M. LuceyInvestment adviser rep
- Jonathan LustigCertified Financial Planner
- Collin F. MacraeCertified Financial Planner
- Stephen A. MartoneCertified Financial Planner
- Ryan R. McManusCertified Financial Planner
- Andrew J. McMorrowCertified Financial Planner
- Nicholas H. MehlhornInvestment adviser rep
- Aidan MerriamInvestment adviser rep
- Jessica H. MintyChartered Financial Analyst
- Reid M. MonkCertified Financial Planner, Chartered Financial Analyst
- Janie M. MonroeCertified Financial Planner, Chartered Financial Analyst
- Cristina Montero DiezInvestment adviser rep
- Connor O'BrienCertified Financial Planner
- Adam W. OchlisInvestment adviser rep
- Illeana Marianne P. OsmenaInvestment adviser rep
- Robert W. PaoneCertified Financial Planner
- Christopher PawlowskiInvestment adviser rep
- Joshua B. PerlmutterInvestment adviser rep
- James PleatInvestment adviser rep
- Jeffrey W. PotterInvestment adviser rep
- Jonathan RadfordCertified Financial Planner
- Alanna P. RobinsonCertified Financial Planner
- Allison R. RobinsonCertified Financial Planner
- Elliot RotsteinInvestment adviser rep
- Kyle J. SchafferChartered Financial Analyst
- Janet L. SchwartzCertified Financial Planner
- Courtney A. ScottInvestment adviser rep
- Evan M. SoraciCertified Financial Planner
- Michelle H. SoufanCertified Financial Planner
- Cristian TallaricoInvestment adviser rep
- William R. TickleChartered Financial Analyst
- John B. TubmanChartered Financial Analyst
- Chloe L. VillemureInvestment adviser rep
- Debra A. WhitneyCertified Financial Planner
Ballentine Partners advisors in every city and state →Ballentine Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Ballentine Partners advisors in other cities
Palm Beach Gardens, FL 6Wolfeboro, NH 6Rochester, NH 4Boston, MA 2
Other firms in Waltham
All Waltham advisors →Commonwealth Financial Network 130Eagle Strategies LLC 65Integrated Wealth Concepts LLC 51Wells Fargo Clearing Services, LLC 21Tiaa-Cref Individual & Institutional Services, LLC 17Montis Financial, LLC 13Oneamerica Securities, Inc. 13Beacon Pointe Advisors, LLC 10Transamerica Financial Advisors, LLC 10Atlantic Planning Group, LLC 8Pension & Wealth Management Advisors 8Windrose Advisors LLC 8
Questions
How many financial advisors does Ballentine Partners have in Waltham?
59 investment adviser representatives are registered at Ballentine Partners offices in Waltham, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 77 nationwide. 27 list the CFP designation and 0 are also registered as broker representatives.
Is Ballentine Partners one of the largest advisor employers in Waltham?
Ballentine Partners ranks number 3 in Waltham by registered advisors; Commonwealth Financial Network has the most, with 130.
How do I check a Ballentine Partners advisor in Waltham?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ballentine Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.