Calvin
Chicoine
Ballentine Partners
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About this Advisor
Calvin Chicoine is a financial advisor based in Rochester, New Hampshire, working with Ballentine Partners. Calvin has previously held positions at E.S. Schwartz & Co, Brandeis University, Becc Co, Ballentine Partners LLC, and Ballentine Partners, LLC. Calvin has passed the Series 65 regulatory exam and is registered to provide services in Florida, Maine, Massachusetts, and New Hampshire. Currently, Calvin is part of Ballentine Partners, which operates out of Rochester, New Hampshire. 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
Calvin Chicoine Work History
Ballentine Partners, LLC
Ballentine Partners, LLC
Ballentine Partners LLC
Becc Co
E.S. Schwartz & Co
Brandeis University
Disclosures
Please visit the SEC profile of Calvin Chicoine 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
Rochester, NH
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Palm Beach Gardens, FL
Waltham, MA
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