Best Investors Account Sign in
Inactive

Allison Rose Robinson

Ballentine Partners

Waltham, MA

Claim This Profile
Current Employers
Ballentine Partners

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-19
NH RA APPROVED 2026-02-09
  • MA RA
    APPROVED
    Since 2026-02-19
  • NH RA
    APPROVED
    Since 2026-02-09

Branch Locations

230 Third Ave, 6Th Fl, 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
Twin Focus Capital Partners, Llc Boston MA 10/2017 07/2022
Boston Children'S Hospital Boston MA 06/2015 10/2017
Brown Brothers Harriman Boston MA 07/2022 02/2026
Ballentine Partners, Llc Waltham MA 02/2026 Present
  • 10/2017 → 07/2022
    Twin Focus Capital Partners, Llc
    Boston, MA
  • 06/2015 → 10/2017
    Boston Children'S Hospital
    Boston, MA
  • 07/2022 → 02/2026
    Brown Brothers Harriman
    Boston, MA
  • 02/2026 → Present
    Ballentine Partners, Llc
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-14
  • S65 Uniform Investment Adviser Law Examination
    2020-09-14
Designations

View on SEC IAPD

Other Firms

MONTIS FINANCIAL, LLC
PROSPECT HILL GROWTH PARTNERS, L.P.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONSOLIDATED PORTFOLIO REVIEW CORP
OLD IRONSIDES ENERGY, LLC
SEAMANS CAPITAL MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
HIGHTOWER ADVISORS, LLC

Other Investors

Randall Krail Schaible
TIMOTHY ROBERT BROWN
BRIAN W BURKE
DANIEL JAY TRAUB
CASANDRA ANN JOHNSON
JOHN MICHAEL YANCHEK
TUCKER PATRICK DONAHOE
Cameron Gast

Other Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor