linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Keenan Brent Henriques

Ballentine Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Keenan? Claim Your Profile

About Keenan Brent Henriques

Keenan Brent Henriques is an investment advisor representative with Ballentine Partners. Keenan has been in the industry since 2015. Keenan has been registered with Ballentine Partners since 2019. Keenan's previous experience includes positions at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Keenan is a Certified Financial Planner and holds the following licenses and certifications: Series 7, Series 63, Series 66, and SIE. Keenan specializes in providing financial planning services to individuals and families, as well as portfolio management for individuals and pooled investment vehicles. Keenan is also qualified to advise charitable organizations and high-net-worth individuals.

Firm Information

Keenan Henriques 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Project fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Keenan Henriques’s Registration & Firm History

MA

05/28/2019 - Present

Ballentine Partners (Waltham MA)

MA

05/13/2016 - 05/21/2019

CHARLES SCHWAB & CO., INC. (Burlington MA)

NH

10/12/2015 - 04/07/2016

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

Not sure if Keenan Brent Henriques is right for you?

Licenses & Designations

BOTH

Issued 06/20/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keenan Brent Henriques.
Not sure if Keenan Brent Henriques is right for you?