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Inactive

Isabella Joan Carrozza

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
MA RA APPROVED 2026-01-07
NH RA APPROVED 2026-01-01
  • MA RA
    APPROVED
    Since 2026-01-07
  • NH RA
    APPROVED
    Since 2026-01-01

Branch Locations

230 Third Ave, Fl 6, 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
Ballentine Partners, Llc Waltham NH 08/2025 Present
Icapital Stamford CT 06/2024 08/2024
Fidelity Investments Smithfield RI 06/2023 08/2023
Caprio Law Firm Providence RI 06/2022 08/2022
Audrey Road Boutique Providence RI 06/2018 01/2023
Providence College Providence RI 09/2020 05/2024
University Of St. Andrews St. Andrews 08/2024 08/2025
Ridgefield High School Ridgefield CT 09/2016 05/2020
St. Mary's School Ridgefield CT 09/2013 09/2016
  • 08/2025 → Present
    Ballentine Partners, Llc
    Waltham, NH
  • 06/2024 → 08/2024
    Icapital
    Stamford, CT
  • 06/2023 → 08/2023
    Fidelity Investments
    Smithfield, RI
  • 06/2022 → 08/2022
    Caprio Law Firm
    Providence, RI
  • 06/2018 → 01/2023
    Audrey Road Boutique
    Providence, RI
  • 09/2020 → 05/2024
    Providence College
    Providence, RI
  • 08/2024 → 08/2025
    University Of St. Andrews
    St. Andrews
  • 09/2016 → 05/2020
    Ridgefield High School
    Ridgefield, CT
  • 09/2013 → 09/2016
    St. Mary's School
    Ridgefield, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-30
  • S65 Uniform Investment Adviser Law Examination
    2025-12-30
Other Names
  • Bella Joan Carrozza

View on SEC IAPD

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