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Austin Michael Poirier

Ballentine Partners

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About Austin Michael Poirier

Austin Poirier is a financial advisor at Ballentine Partners in Waltham, Massachusetts. Austin has been in the financial industry since 2004 and holds a Series 7 and a Series 65 license. Austin is also a Chartered Financial Analyst (CFA). Austin is a member of the investment committee for First Baptist Church of Westwood. Austin primarily works with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Austin's advisory services include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Austin Poirier is currently registered with Ballentine Partners. Ballentine Partners is an investment advisor headquartered in Waltham, MA. The firm manages over $10 billion in assets for high-net-worth individuals, charitable organizations, and pooled investment vehicles. Services include financial planning, portfolio management, and selection of other advisors.
Ballentine Partners

230 3RD AVENUE

WALTHAM, MA 02451

$10.77B

Assets Under Management

19

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Project fees

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Austin Poirier’s Registration & Firm History

MA

11/20/2015 - Present

Ballentine Partners (WALTHAM MA)

MA

08/25/2004 - 07/26/2006

WESTON SECURITIES CORPORATION (WELLESLEY MA)

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Licenses & Designations

IA

Issued 09/15/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Michael Poirier.
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