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Peter Chiappinelli

Ballentine Partners

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About Peter Chiappinelli

Peter Chiappinelli is a financial advisor with Ballentine Partners, located in Waltham, MA. Peter has been in the financial services industry since 2005 and holds the Series 7, Series 24, and Series 63 licenses. Peter has a strong background in investment management, financial planning, and portfolio management. Peter is a Chartered Financial Analyst (CFA) and provides financial planning and investment management services to individuals, families, and institutions.

Firm Information

Peter Chiappinelli 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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Peter Chiappinelli’s Registration & Firm History

MA

02/16/2022 - Present

Ballentine Partners (Waltham MA)

MA

06/01/2010 - 01/31/2022

FUNDS DISTRIBUTOR, LLC (BOSTON MA)

RI

01/05/2009 - 01/25/2010

PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)

RI

09/29/2006 - 01/30/2009

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MA

07/29/2005 - 05/30/2006

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

BC

Issued 01/23/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Chiappinelli.
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