Unclaimed Profile

John Barry Tubman

BALLENTINE PARTNERS, LLC·WALTHAM, Massachusetts

Clean record20 years registeredBALLENTINE PARTNERS, LLC

230 3RD AVENUE, WALTHAM, MA 02451CRD# 5192955Firm CRD# 152802

Profile Verification

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

Identity

John Barry Tubman · WALTHAM, MA

Registration

CRD #5192955 · BALLENTINE PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

BALLENTINE PARTNERS

Feb 2010 – present

BALLENTINE FINN & CO INC

Jul 2006 – Feb 2010

WALTHAM, MA

Registrations & Exams

Registration record

First registered · July 31, 2006

Years registered · 20

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 John Barry Tubman offer?

John Barry Tubman specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.

What are John Barry Tubman's credentials?

John Barry Tubman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Barry Tubman located?

John Barry Tubman is based in WALTHAM, Massachusetts, working with BALLENTINE PARTNERS, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does John Barry Tubman charge for services?

John Barry Tubman'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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