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Coventry Edwards-pitt

Ballentine Partners

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About Coventry Edwards-pitt

Coventry Edwards-pitt is an Investment Advisor Representative at Ballentine Partners, a Registered Investment Advisor based in Waltham, Massachusetts. Coventry has been in the financial industry since 1998, holding licenses to provide financial advisory services in Massachusetts and New Hampshire. Coventry's experience spans various investment areas, including financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Coventry is a Certified Financial Planner and a Chartered Financial Analyst.

Firm Information

Coventry Edwards-pitt 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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Coventry Edwards-pitt’s Registration & Firm History

MA

10/10/2018 - Present

Ballentine Partners (WALTHAM MA)

NY

11/04/1998 - 05/30/2002

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/28/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Coventry Edwards-pitt.
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