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Stephen Henry Hopkins

Ballentine Partners

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About Stephen Henry Hopkins

Stephen Hopkins is an Investment Advisor Representative at Ballentine Partners. Stephen has been in the industry since 2005 and has experience in the financial services industry, previously with Citigroup Global Markets Inc. and Roundtable Investment Partners. Stephen is a licensed Investment Advisor Representative in Massachusetts and New Hampshire and holds the Series 65 exam. Stephen is a Board Member of the Fund Evaluation Group, Trustee of the National Philanthropic Trust, and Trustee of Trust Funds for the Town of Gilmanton, NH. Stephen's specializations include portfolio management for individuals, investment companies, and pooled investment vehicles, and he is dedicated to providing financial planning, educational seminars, and selection of other advisors to clients.

Firm Information

Stephen Hopkins 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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Stephen Hopkins’s Registration & Firm History

NH

10/17/2016 - Present

Ballentine Partners (Wolfeboro NH)

NY

05/17/2005 - 01/26/2006

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/17/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Henry Hopkins.
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