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Inactive

Alexa Steriti Carbone

Ballentine Partners

Waltham, MA

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Current Employers
Ballentine Partners

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-03-19
FL RA APPROVED 2021-11-15
TX RA APPROVED 2021-03-23
MA RA APPROVED 2020-08-03
  • NH RA
    APPROVED
    Since 2026-03-19
  • FL RA
    APPROVED
    Since 2021-11-15
  • TX RA
    APPROVED
    Since 2021-03-23
  • MA RA
    APPROVED
    Since 2020-08-03

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
Union College Schenectady MA 06/2013 06/2017
Brown Brothers Harriman Boston MA 07/2017 06/2019
Capital Impact Advisors Boston MA 07/2019 11/2019
Ballentine Partners Llc Waltham MA 12/2019 06/2021
Ballentine Partners, Llc Waltham MA 06/2021 03/2026
Ballentine Partners, Llc Waltham MA 03/2026 Present
  • 06/2013 → 06/2017
    Union College
    Schenectady, MA
  • 07/2017 → 06/2019
    Brown Brothers Harriman
    Boston, MA
  • 07/2019 → 11/2019
    Capital Impact Advisors
    Boston, MA
  • 12/2019 → 06/2021
    Ballentine Partners Llc
    Waltham, MA
  • 06/2021 → 03/2026
    Ballentine Partners, Llc
    Waltham, MA
  • 03/2026 → Present
    Ballentine Partners, Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-03
  • S65 Uniform Investment Adviser Law Examination
    2020-08-03
Designations
Other Names
  • Alexa Danielle Steriti
  • Alexa Danielle Carbone

View on SEC IAPD

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BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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