Unclaimed Profile

Kyle Judge Schaffer

BALLENTINE PARTNERS, LLC·WALTHAM, Massachusetts

Clean record23 years registeredBALLENTINE PARTNERS, LLC

230 3RD AVENUE, WALTHAM, MA 02451CRD# 4623814Firm CRD# 152802

Profile Verification

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

Identity

Kyle Judge Schaffer · WALTHAM, MA

Registration

CRD #4623814 · BALLENTINE PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

BALLENTINE PARTNERS

Feb 2010 – present

BALLENTINE FINN & CO INC

Jan 2003 – Feb 2010

WALTHAM, MA

Registrations & Exams

Registration record

First registered · January 22, 2003

Years registered · 23

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

Speak with Kyle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kyle is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WALTHAM?

Browse all registered financial advisors in WALTHAM, Massachusetts or claim this profile if it's yours.

Browse WALTHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kyle Judge Schaffer offer?

Kyle Judge Schaffer specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Kyle Judge Schaffer's credentials?

Kyle Judge Schaffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyle Judge Schaffer located?

Kyle Judge Schaffer is based in WALTHAM, Massachusetts, working with BALLENTINE PARTNERS, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Kyle Judge Schaffer charge for services?

Kyle Judge Schaffer'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →