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Michael Pasquale Chimento

Ballentine Partners

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About Michael Pasquale Chimento

Michael Pasquale Chimento is a financial advisor with over 20 years of experience in the industry. Michael is a Chartered Financial Analyst and currently works as an Investment Advisor Representative for Ballentine Partners, LLC. Previously, Michael worked at PNC Capital Markets, Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. Michael is registered in Massachusetts and New Hampshire, and has passed both the Series 63 and the Series 7 exams. Michael is a member of the Rocade Fund IV, Rocade Capital, Limited Partner Advisory Committee. Michael specializes in providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations and pooled investment vehicles.

Firm Information

Michael Chimento 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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Michael Chimento’s Registration & Firm History

MA

10/19/2017 - Present

Ballentine Partners (WALTHAM MA)

PA

06/16/2001 - 04/02/2004

PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)

KY

10/19/1999 - 06/16/2001

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

09/21/1999 - 01/11/2001

PNC BROKERAGE CORP (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 09/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Pasquale Chimento.
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