TrueAdvisor
TrueAdvisor
DF
CFP
DF
CFP

David J Ferraro

Ballentine Partners
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Ballentine Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
333 clients
Average Client Portfolio
$36.1M average
Assets Under Management
$12.0B

Fee Structure

Minimum Investment:$4M
Financial Planning:Investment management only
Minimum Annual Fee:$40,000

Location

230 3rd Avenue, 6th Floor, Waltham, MA, 02451

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ballentine Partners
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
January 2017 - September 2017 · 8 mos
Cambridge Investment Research, INC.Broker
August 2016 - September 2017 · 1 yr 1 mo
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.