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Emily Lynn Cashman

Ballentine Partners

Waltham, MA

CRD 4874716

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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

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
NH RA APPROVED 2019-07-17
MA RA APPROVED 2019-05-29
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NH RA
    APPROVED
    Since 2019-07-17
  • MA RA
    APPROVED
    Since 2019-05-29

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
OrganizationCityStateFromTo
Barbara F. Lee Cambridge MA 10/2011 11/2018
Ballentine Partners Llc Waltham MA 11/2018 Present
  • 10/2011 → 11/2018
    Barbara F. Lee
    Cambridge, MA
  • 11/2018 → Present
    Ballentine Partners Llc
    Waltham, MA
Other Businesses

Director - Barbara Lee Family Foundation - Serve as Director on Board of Barbara Lee Family Foundation. Not compensated.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-25
  • S65 Uniform Investment Adviser Law Examination
    2019-02-25
Other Names
  • Emily Cashman Magno
  • Emily Lynn Cashman
  • Emily Lynn Cashman-Mango
  • Emily Lynn Cashman Magno

View on SEC IAPD

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