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Inactive

Robert William Paone

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
FL RA APPROVED 2026-06-12
MA RA APPROVED 2025-09-17
NH RA APPROVED 2025-09-03
  • FL RA
    APPROVED
    Since 2026-06-12
  • MA RA
    APPROVED
    Since 2025-09-17
  • NH RA
    APPROVED
    Since 2025-09-03

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
Shepherd Financial Partners, Llc Winchester MA 04/2021 06/2024
Brown Brothers Harriman Boston MA 03/2018 04/2021
Salem Five Bank Salem MA 07/2017 02/2018
Rapid Liquors Stoneham MA 05/2016 12/2019
Endicott College Beverly MA 09/2013 05/2018
Ymca Of The North Shore Beverly MA 09/2016 12/2016
Lpl Financial Winchester MA 04/2021 08/2025
Ballentine Partners, Llc Waltham MA 09/2025 Present
  • 04/2021 → 06/2024
    Shepherd Financial Partners, Llc
    Winchester, MA
  • 03/2018 → 04/2021
    Brown Brothers Harriman
    Boston, MA
  • 07/2017 → 02/2018
    Salem Five Bank
    Salem, MA
  • 05/2016 → 12/2019
    Rapid Liquors
    Stoneham, MA
  • 09/2013 → 05/2018
    Endicott College
    Beverly, MA
  • 09/2016 → 12/2016
    Ymca Of The North Shore
    Beverly, MA
  • 04/2021 → 08/2025
    Lpl Financial
    Winchester, MA
  • 09/2025 → Present
    Ballentine Partners, Llc
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
  • S66 Uniform Combined State Law Examination
    2022-11-21
Designations

View on SEC IAPD

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MONTIS FINANCIAL, LLC · WALTHAM, MA
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BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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