David
Ferraro
Ballentine Partners
Answer a few questions and
get matched with an advisor.
About this Advisor
David Ferraro is a certified financial planner who works in Waltham, Massachusetts, who has 6 years of industry experience. Ferraro is currently employed by Ballentine Partners. During their career, Ferraro has held roles at Cambridge Investment Research, Inc, Private Financial Design, Citizens Financial Group, Inc, Bryant University, Berkshire Bank, Big Y World Class Market, Cambridge Investment Research Advisors, Inc and Ballentine Partners, LLC. Ferraro has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Ballentine Partners is a financial advisory company based in Waltham, MA. It has offices in three locations and a total of 89 advisors. It oversees $9 billion in total assets between its 5,764 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 5,764 client accounts, 99% belong to high-net-worth investors who have more than $1 million in assets available to invest. Ballentine Partners 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. A financial advisor's fee schedules largely are based on which services are offered. Fees billed by Ballentine Partners most likely are comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
David Ferraro Work History
David has been registered as a financial advisor for 6 years.*
Ballentine Partners, LLC
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Private Financial Design
Citizens Financial Group, Inc
Berkshire Bank
Bryant University
Private Financial Design
Bryant University
Big Y World Class Market
*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 David Ferraro 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
Waltham, MA
Waltham, MA
Wolfeboro, NH
Waltham, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
