Reid
Monk
Ballentine Partners
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About this Advisor
Reid Monk is a certified financial planner based in Waltham, Massachusetts with a total of 4 years of industry experience. Monk currently works for Ballentine Partners. During their career, Monk has held roles at Ameriprise Financial Services, Inc, Tiaa, Ameriprise Financial Services, Brewer Timing Services, H&R Block, Uber, Hero'S Sports Grill, Mclaughlin'S Restaurant, Tim Hortons, Dairy Queen, Dunkin Donuts, University Of Maine, University Of New England, Bangor High School, Ballentine Partners LLC and Ballentine Partners, LLC. Monk holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Maine, Massachusetts and New Hampshire. Ballentine Partners is a financial advisory company operating out of Waltham, MA. The company has offices in three locations and a total of 89 employees. It administers $9 billion in total assets across its 5,764 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 5,764 accounts, 99% are held by high-net-worth individuals who have greater than $1 million in investable assets. Ballentine Partners performs a diverse array 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 usually are based on which service is provided. Fee types billed by Ballentine Partners most likely include some combination 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
Reid Monk Work History
Reid has been registered as a financial advisor for 4 years.*
Ballentine Partners, LLC
Ballentine Partners LLC
Ameriprise Financial Services, Inc
Tiaa
Uber
Ameriprise Financial Services
H&R Block
Hero'S Sports Grill
University Of Maine
Dunkin Donuts
University Of New England
Mclaughlin'S Restaurant
Brewer Timing Services
Tim Hortons
Dairy Queen
Bangor 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 Reid Monk 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
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.
