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David J Ferraro

Ballentine Partners

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About David J Ferraro

David J Ferraro is an investment advisor representative with Ballentine Partners, LLC in Waltham, Massachusetts. David has been in the industry since August 2016. David has a Series 66, SIE, and Series 7. David is a Certified Financial Planner. David has also worked with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. David has experience with clients including individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. David specializes in financial planning, educational seminars, and selection of other advisors. David also provides portfolio management for individuals and pooled investment vehicles.

Firm Information

David Ferraro 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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David Ferraro’s Registration & Firm History

MA

10/21/2024 - Present

Ballentine Partners (Waltham MA)

MA

08/25/2016 - 09/20/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (SOUTH HADLEY MA)

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Licenses & Designations

BOTH

Issued 10/10/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David J Ferraro.
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