Isaiah
Langa
Ballentine Partners
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About this Advisor
Isaiah Langa is a financial advisor operating in Waltham, Massachusetts with 2 years of relevant experience. Langa currently works for Ballentine Partners. Throughout their career, they have worked at Ballentine Partners LLC, Merrimack Valley Financial, Cetera Financial Group, Canobie Lake Park, Dracut Soccer Association, University Of Mass Lowell and Central Catholic High School. Langa has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Massachusetts. Ballentine Partners is a business based out of Waltham, MA. It has offices in three locations and a total of 89 people on staff. It handles $9 billion in assets under management among its 5,764 accounts, placing it among the biggest firms in the nation by assets under management. Of its 5,764 accounts, 99% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a diverse assortment 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 for financial management largely vary depending on which services are provided. Fee types charged by Ballentine Partners most likely consist 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
Isaiah Langa Work History
Isaiah has been registered as a financial advisor for 2 years.*
Ballentine Partners LLC
Merrimack Valley Financial
Cetera Financial Group
Canobie Lake Park
University Of Mass Lowell
Dracut Soccer Association
Central Catholic High School
*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 Isaiah Langa 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
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