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Financial ADVSR advisor directory · SEC adviser records

Ballentine Partners financial advisors in Rochester, NH

Every SEC-registered investment adviser representative at a Ballentine Partners office in Rochester, A to Z.

The short answer

4 registered advisors work at Ballentine Partners in Rochester, out of 77 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Ballentine Partners advisors in Rochester, A to Z

Every Ballentine Partners advisor →

Ballentine Partners advisors in other cities

Waltham, MA 59Palm Beach Gardens, FL 6Wolfeboro, NH 6Boston, MA 2

Other firms in Rochester

All Rochester advisors →

LPL Financial LLC 6Edward Jones 5Cetera Investment Advisers LLC 4

Questions

How many financial advisors does Ballentine Partners have in Rochester?

4 investment adviser representatives are registered at Ballentine Partners offices in Rochester, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 77 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Ballentine Partners one of the largest advisor employers in Rochester?

Ballentine Partners ranks number 3 in Rochester by registered advisors; LPL Financial LLC has the most, with 6.

How do I check a Ballentine Partners advisor in Rochester?

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.