David
Ferraro
Ballentine Partners
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About this Advisor
David Ferraro is a financial advisor based in Waltham, Massachusetts, working with Ballentine Partners. David has previously held positions at Cambridge Investment Research, Inc, Private Financial Design, Citizens Financial Group, Inc, Bryant University, Berkshire Bank, Cambridge Investment Research Advisors, Inc, and Ballentine Partners, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, David 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
David Ferraro Work History
Ballentine Partners, LLC
Cambridge Investment Research Advisors, Inc
Ballentine Partners, LLC
Cambridge Investment Research, Inc
Private Financial Design
Citizens Financial Group, Inc
Berkshire Bank
Bryant University
Bryant University
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
Rochester, NH
Waltham, MA
Waltham, MA
Waltham, MA
Palm Beach Gardens, FL
Waltham, MA
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