Steven
Goldman
Ballentine Partners
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About this Advisor
Steven Goldman is a financial advisor operating out of Waltham, Massachusetts who has 7 years of relevant experience. Goldman is on the advisory team at Ballentine Partners. Throughout their career, Goldman has worked at Brandeis University, University College London, On Brand 24, Jewish Community Center, Ballentine Partners LLC and Ballentine Partners, LLC. Goldman maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Massachusetts. Ballentine Partners is a registered investment business operating out of Waltham, MA. The company 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 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 5,764 accounts, 99% are associated with high-net-worth individuals who have at least $1 million in assets. The company performs 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. Financial management fees largely depend on which services the firm provides the client. However, fees charged by Ballentine Partners likely are comprised of 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
Steven Goldman Work History
Steven has been registered as a financial advisor for 7 years.*
Ballentine Partners LLC
Ballentine Partners, LLC
Ballentine Partners LLC
University College London
Ballentine Partners LLC
On Brand 24
Brandeis University
Jewish Community Center
*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 Steven Goldman 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
Wolfeboro, NH
Waltham, MA
Waltham, MA
Wolfeboro, NH
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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