Keenan
Henriques
Ballentine Partners
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About this Advisor
Keenan Henriques is a financial advisor based in Waltham, Massachusetts, working with Ballentine Partners. Keenan has previously held positions at Fidelity Brokerage Services LLC, Bates College, YMCA, Charles Schwab Bank, and Charles Schwab & Co., Inc. Keenan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Massachusetts. Currently, Keenan 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
Keenan Henriques Work History
Charles Schwab Bank
Charles Schwab & Co., Inc
Fidelity Brokerage Services LLC
Bates College
Bates College
Ymca
Disclosures
Please visit the SEC profile of Keenan Henriques to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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