Andrew
Mcmorrow
Ballentine Partners
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About this Advisor
Andrew Mcmorrow is a certified financial planner based in Waltham, Massachusetts who has 13 years of relevant experience. Mcmorrow is an advisor for Ballentine Partners. Throughout their career, Mcmorrow has worked at Ballentine Partners LLC. Mcmorrow has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Florida, Massachusetts, New Hampshire and Texas. Ballentine Partners is a registered investment company that has its headquarters in Waltham, MA. It has offices in three locations and a total of 89 advisors. It controls $9 billion in total assets across its 5,764 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 5,764 accounts, 99% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm has a number of services, including 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. A financial advisor's fee schedules largely depend on which service is provided. Fees billed by Ballentine Partners can include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ballentine Partners Brokerage Details
$9,287,163,956
89
5,764
$1,611,236
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 Mcmorrow Work History
Andrew has been registered as a financial advisor for 13 years.*
Ballentine Partners LLC
Ballentine Partners LLC
*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 Mcmorrow 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
Waltham, MA
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Palm Beach Gardens, FL
Waltham, MA
Waltham, MA
Waltham, MA
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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.
