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Sean A Edwards

Ballentine Partners

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About Sean A Edwards

Sean Edwards is a Certified Financial Planner™ and an Investment Advisor Representative registered in Massachusetts and New Hampshire. Sean has over 10 years of experience in the financial services industry and is currently employed by Ballentine Partners, a firm that specializes in providing financial planning and investment management services to individuals, families, and businesses. Ballentine Partners is a firm that specializes in providing financial planning and investment management services to individuals, families, and businesses. Prior to joining Ballentine Partners, Sean worked at Northwestern Mutual Investment Services, LLC in Columbus, Ohio.

Firm Information

Sean Edwards 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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Sean Edwards’s Registration & Firm History

MA

04/21/2020 - Present

Ballentine Partners (Waltham MA)

OH

10/25/2011 - 09/26/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBUS OH)

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Licenses & Designations

IA

Issued 03/18/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/14/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean A Edwards.
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