Inactive

Kyle Judge Schaffer

Ballentine Partners

CRD 4623814

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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:

Current Employers

Ballentine Partners

230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2026-03-20
FL	RA	APPROVED	2015-12-21
MA	RA	APPROVED	2010-02-23

NH RA
APPROVED

Since 2026-03-20
FL RA
APPROVED

Since 2015-12-21
MA RA
APPROVED

Since 2010-02-23

Branch Locations

230 Third Avenue 6Th Floor, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ballentine Partners, Llc	Waltham	MA	01/2010	Present

01/2010 → Present

Ballentine Partners, Llc

Waltham, MA

Previous Registrations

2003-01-22 → 2010-02-23

Ballentine Finn & Co Inc

Waltham, MA

Other Businesses

Waltham Family School - Board member, investment committee member. Not compensated, outside business hours

Designations

Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

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TIMOTHY ROBERT BROWN

Nearby Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA

PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA

BALLENTINE PARTNERS · WALTHAM, MA

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