Alexa
Carbone
Ballentine Partners
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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
Services Offered
Fee Structure
Office Location
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Ballentine Partners Brokerage Details
$10,768,609,767
90
6,390
$1,685,228
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
Ballentine Partners LLC
Capital Impact Advisors
Brown Brothers Harriman
Union College
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
Waltham, MA
Waltham, MA
Rochester, NH
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
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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