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Calvin Chicoine

Ballentine Partners

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About Calvin Chicoine

Calvin Chicoine is an Investment Advisor Representative with Ballentine Partners. Calvin is registered with the state of Florida, Maine, Massachusetts, and New Hampshire. Calvin has been in the financial services industry since 2015. Calvin has a Series 65 license. Calvin is a financial advisor with a focus on financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Calvin also provides educational seminars and helps clients select other advisors. Calvin is a part-owner of MidCoast SLP, a private speech and language professional practice.

Firm Information

Calvin Chicoine 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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Calvin Chicoine’s Registration & Firm History

NH

10/25/2021 - Present

Ballentine Partners (Rochester NH)

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Licenses & Designations

IA

Issued 04/27/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Calvin Chicoine.
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