Unclaimed Profile

Claudia Jean Shilo

BALLENTINE PARTNERS, LLC·WALTHAM, Massachusetts

Series 65Clean record25 years registeredBALLENTINE PARTNERS, LLC

230 THIRD AVENUE, WALTHAM, MA 02451CRD# 4520129Firm CRD# 152802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Claudia Jean Shilo · WALTHAM, MA

Registration

CRD #4520129 · BALLENTINE PARTNERS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALLENTINE PARTNERS, LLC

BALLENTINE PARTNERS

Feb 2010 – Jan 2025

Rochester, NH

BALLENTINE FINN & CO INC

Mar 2001 – Feb 2010

WOLFEBORO, NH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 20, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALLENTINE PARTNERS, LLC

CRD 152802 · SEC 801-71062

AUM

$10.8B

Regulatory assets under management

Employees

6,390 client accounts

Services offered by BALLENTINE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BALLENTINE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Claudia Jean Shilo offer?

Claudia Jean Shilo specializes in Financial Planning, Investment Management, Retirement Planning.

What are Claudia Jean Shilo's credentials?

Claudia Jean Shilo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Claudia Jean Shilo located?

Claudia Jean Shilo is based in WALTHAM, Massachusetts, last registered with BALLENTINE PARTNERS, LLC.

How does Claudia Jean Shilo charge for services?

Claudia Jean Shilo's firm is compensated through percentage of aum, hourly charges, subscription fees, other: project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALLENTINE PARTNERS, LLC?

BALLENTINE PARTNERS, LLC has approximately 90 employees and manages $10.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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