Alexa
Carbone

Ballentine Partners

CRD#6637680
Investment Advisor
in Waltham, MA

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About this Advisor

Alexa Carbone is a financial advisor based in Waltham, Massachusetts, working with Ballentine Partners. Alexa has previously held positions at Union College, Brown Brothers Harriman, Capital Impact Advisors, and Ballentine Partners LLC. Alexa has passed the Series 65 regulatory exam and is registered to provide services in Florida, Massachusetts, and Texas. Currently, Alexa is part of Ballentine Partners, which operates out of Waltham, Massachusetts. The firm has 3 offices and 90 employees. The firm manages assets totaling $10.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars. The fee structure at Ballentine Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

230 Third Avenue 6Th Floor
Waltham, MA 02451

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Ballentine Partners Brokerage Details

Total Assets Under Management

$10,768,609,767

MA Average: $16,012,751,954
Total Number of Employees

90

MA Average: 118
Total Number of Accounts

6,390

MA Average: 4,567
Average Account Size

$1,685,228

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Educational seminars/workshops

Alexa Carbone Work History

2019 - Present (5 years)

Ballentine Partners LLC

2019 - 2019 (< 1 year)

Capital Impact Advisors

2017 - 2019 (2 years)

Brown Brothers Harriman

2013 - 2017 (4 years)

Union College

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alexa Carbone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ballentine Partners

Jonathan Lustig
Waltham, MA
Stephen Martone
Waltham, MA
Jeffrey Potter
Waltham, MA
Robin Dempsey
Waltham, MA
Calvin Chicoine
Rochester, NH
Jamie Zoldy
Waltham, MA
Janie Monroe
Waltham, MA
Julie Pulda
Waltham, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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