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Stephen Henry Hopkins

BALLENTINE PARTNERS, LLC·WALTHAM, Massachusetts
Series 65Clean record9 years registeredBALLENTINE PARTNERS, LLC
230 3RD AVENUE, WALTHAM, MA 02451CRD# 4730599Firm CRD# 152802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Henry Hopkins · WALTHAM, MA
Registration
CRD #4730599 · BALLENTINE PARTNERS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

BALLENTINE PARTNERS
Oct 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 17, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BALLENTINE PARTNERS, LLC
CRD 152802 · SEC 801-71062
AUM
$10.8B
Regulatory assets under management
Employees
90
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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05

Frequently Asked Questions

What services does Stephen Henry Hopkins offer?
Stephen Henry Hopkins specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Stephen Henry Hopkins's credentials?
Stephen Henry Hopkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Henry Hopkins located?
Stephen Henry Hopkins is based in WALTHAM, Massachusetts, working with BALLENTINE PARTNERS, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Stephen Henry Hopkins charge for services?
Stephen Henry Hopkins'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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Other Advisors at BALLENTINE PARTNERS, LLC

Christopher C Chandler
WALTHAM, MA
Eryn-Ashlei Bailey
WALTHAM, MA
Thomas Walker Bullitt
WALTHAM, MA
Jennifer Mcgrath Eaton
WALTHAM, MA
William Lawrence Braman
WALTHAM, MA
Andrew John Mcmorrow
WALTHAM, MA

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Research
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