Unclaimed Profile

Peter Chiappinelli

BALLENTINE PARTNERS, LLC·WALTHAM, Massachusetts

SIE, Series 7, Series 24, Series 63CFAClean record4 years registeredBALLENTINE PARTNERS, LLC

230 3RD AVENUE, WALTHAM, MA 02451CRD# 4094005Firm CRD# 152802

Profile Verification

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

Identity

Peter Chiappinelli · WALTHAM, MA

Registration

CRD #4094005 · BALLENTINE PARTNERS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

BALLENTINE PARTNERS

Feb 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · February 16, 2022

Years registered · 4

Professional designation · CFA

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 Peter Chiappinelli offer?

Peter Chiappinelli specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Peter Chiappinelli's credentials?

Peter Chiappinelli holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Peter Chiappinelli located?

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

How does Peter Chiappinelli charge for services?

Peter Chiappinelli'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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