William
Braman

Ballentine Partners

CRD#4339687
Investment Advisor
in Waltham, MA

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About this Advisor

William Braman is a financial advisor working in Waltham, Massachusetts who has 11 years of industry experience. Braman is an employee of Ballentine Partners. Throughout their career, they have worked at Ballentine Partners LLC. Braman holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Florida, Louisiana, Massachusetts, New Hampshire, Rhode Island and Texas. Ballentine Partners is a business based in Waltham, MA. It has offices in three locations and a total of 89 advisors. It oversees $9 billion in assets between its 5,764 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 5,764 client accounts, 99% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Ballentine Partners offers a number of services, including 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 advisory services depend on the financial services offered. Fee types charged by Ballentine Partners likely consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

11 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 Avenue 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

William Braman Work History

William has been registered as a financial advisor for 11 years.*

2023 - Present (1 year)

Ballentine Partners LLC

2012 - 2023 (11 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 William Braman 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

Jonathan Lustig
Waltham, MA
Robin Dempsey
Waltham, MA
David Hanson
Waltham, MA
Michelle Harrison
Waltham, MA
Lisa Lamb
Waltham, MA
Bruce Simon
Palm Beach Gardens, FL
Calvin Chicoine
Rochester, NH
Heather Long
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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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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