Sheila
Lawrence

Ballentine Partners

CRD#4497454
Investment Advisor
in Waltham, MA

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About this Advisor

Sheila Lawrence is a certified financial planner based out of Waltham, Massachusetts with 13 years of relevant experience. Lawrence is an advisor for Ballentine Partners. They have spent their complete employment at Ballentine Partners. Lawrence holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Louisiana, Massachusetts and New Hampshire. Ballentine Partners is a firm based in Waltham, MA. The firm has offices in three locations and a total of 89 employees. It manages $9 billion in assets under management across its 5,764 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 5,764 client accounts, 99% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm provides 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. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Ballentine Partners most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

230 3Rd Ave 6Th Floor
Waltham, MA 02451

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Ballentine Partners Brokerage Details

Total Assets Under Management

$9,287,163,956

MA Average: $16,012,751,954
Total Number of Employees

89

MA Average: 118
Total Number of Accounts

5,764

MA Average: 4,567
Average Account Size

$1,611,236

MA Average: $3,506,186

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

Sheila Lawrence Work History

Sheila has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Ballentine Partners, LLC

*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 Sheila Lawrence 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

Michelle Harrison
Waltham, MA
Jonathan Lustig
Waltham, MA
Robin Dempsey
Waltham, MA
David Hanson
Waltham, MA
Calvin Chicoine
Rochester, NH
Tyler Lambert
Waltham, MA
Julie Pulda
Waltham, MA
Lisa Lamb
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.

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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.

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