Michael Pasquale Chimento

Employer firm

Ballentine Partners CRD 152802

$15.3B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 01/2018
  Ballentine Partners, Llc
  Waltham, MA
• 01/2018 → 06/2023
  Ballentine Partners, Llc
  Waltham, MA
• 01/2024 → Present
  Ballentine Partners, Llc
  Waltham, MA
• 06/2023 → 01/2024
  Ballentine Partners, Llc
  Waltham, MA

Previous Registrations

• 2007-02-02 → 2010-02-23
  Ballentine Finn & Co Inc
  Waltham, MA
• 2004-09-02 → 2007-01-22
  Fiduciary Trust International, Llc
  Lincoln, MA
• 2004-03-19 → 2004-06-22
  Veritable Lp
  Edgemont, PA

Other Businesses

Rocade Fund IV, Rocade Capital, Limited Partner Advisory Committee Member. For profit company, not compensated, investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-22

Designations

• Chartered Financial Analyst