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Christopher Pawlowski

Ballentine Partners

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About Christopher Pawlowski

Christopher Pawlowski is a registered investment advisor representative at Ballentine Partners. Christopher has been in the industry since 2016 and holds a Series 65 license. Christopher is registered with the state of Massachusetts, Rhode Island and Florida. Christopher specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Christopher's prior work experience includes Fortis Management Group and Ameriprise Financial. Christopher is a Vice President at St. Angelo Realty Co. Inc. and is an Authorized Signer at STA Associates Inc., both family businesses.

Firm Information

Christopher Pawlowski 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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Christopher Pawlowski’s Registration & Firm History

MA

08/27/2020 - Present

Ballentine Partners (Waltham MA)

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Licenses & Designations

IA

Issued 08/01/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Pawlowski.
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