Andrew
Hacker

Ballentine Partners

CRD#6576545
Investment Advisor
in Waltham, MA

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About this Advisor

Andrew Hacker is a chartered financial analyst working in Waltham, Massachusetts with a total of 6 years of relevant experience. Hacker is an employee of Ballentine Partners. Their career trajectory has included roles at Pwc Llp, Robert Half, Brown Brothers Harriman, Ballentine Partners LLC and Ballentine Partners, LLC. Hacker has a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Massachusetts. Ballentine Partners is a firm headquartered in Waltham, MA. The company has offices in three locations and a total of 89 advisors. It controls $9 billion in assets under management across its 5,764 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 5,764 accounts, 99% are held by high-net-worth individuals who have more than $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Ballentine Partners can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

230 3Rd Avenue
Waltham, MA 02451

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Ballentine Partners Brokerage Details

Total Assets Under Management

$9,287,163,956

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

89

MA Average: 118
Total Number of Accounts

5,764

MA Average: 4,567
Average Account Size

$1,611,236

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Andrew Hacker Work History

Andrew has been registered as a financial advisor for 6 years.*

2020 - Present (4 years)

Ballentine Partners LLC

2018 - 2020 (2 years)

Ballentine Partners, LLC

2016 - 2018 (2 years)

Ballentine Partners LLC

2015 - 2016 (1 year)

Brown Brothers Harriman

2013 - 2015 (2 years)

Robert Half

2012 - 2013 (1 year)

Pwc Llp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Hacker 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
David Hanson
Waltham, MA
Robin Dempsey
Waltham, MA
Michelle Harrison
Waltham, MA
Taryn Dawson
Wolfeboro, NH
Bruce Simon
Palm Beach Gardens, FL
Austen Clark
Waltham, MA
Meghan Sullivan
Waltham, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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