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Benjamin Edmund theodore Daly

Ballentine Partners

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About Benjamin Edmund theodore Daly

Benjamin Daly is a Certified Financial Planner™ and a Chartered Financial Analyst® who has been providing financial advice for over a decade. Benjamin has a strong background in the financial services industry, having worked for both large institutions and independent advisory firms. He is currently a registered representative with Ballentine Partners, LLC, where he provides customized financial planning and investment management services to a diverse clientele. Benjamin is passionate about helping individuals and families achieve their financial goals, and he takes a personalized approach to ensure that each client's unique needs are met.

Firm Information

Benjamin Daly 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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Benjamin Daly’s Registration & Firm History

MA

10/25/2021 - Present

Ballentine Partners (Waltham MA)

MA

01/23/2012 - 08/16/2013

NGAM DISTRIBUTION, L.P. (BOSTON MA)

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Licenses & Designations

BC

Issued 08/18/2020

Series 3 - National Commodity Futures Examination

BC

Issued 01/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Edmund theodore Daly.
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