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Reid Michael Monk

Ballentine Partners

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About Reid Michael Monk

Reid Michael Monk is a financial advisor in Waltham, Massachusetts. Reid has been a registered representative for 4 years and is registered with Ballentine Partners, LLC. Reid has passed the Series 7TO, SIE and Series 66 exams. Reid has also earned the CFP and CFA designations. Reid's previous experience includes working at Ameriprise Financial Services, Inc. in Bangor, Maine and TIAA in Waltham, Massachusetts. Reid is licensed to conduct business in Florida, Maine, Massachusetts, and New Hampshire.

Firm Information

Reid Monk 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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Reid Monk’s Registration & Firm History

MA

11/09/2022 - Present

Ballentine Partners (Waltham MA)

ME

02/11/2019 - 05/09/2019

AMERIPRISE FINANCIAL SERVICES, INC. (BANGOR ME)

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Licenses & Designations

BOTH

Issued 04/12/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/30/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Reid Michael Monk.
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